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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 | $137,640 | $69,248+98.8% | $64,101+114.7% | $139,466-1.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 45.95%-33.1pp | 33.72%-20.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $17,400 | $3,185+446.4% | $2,749+533.0% | $4,754+266.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,388 | $4,247+97.5% | $3,070+173.2% | $11,409-26.5% |