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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,337 | $72,071+115.5% | $68,368+127.2% | $137,256+13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.21% | 353.14%-327.9pp | 292.57%-267.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $4,400 | $2,788+57.8% | $2,649+66.1% | $4,156+5.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,120 | $5,336+52.2% | $5,150+57.7% | $12,270-33.8% |