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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 | $130,727 | $70,418+85.6% | $96,570+35.4% | $85,847+52.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.64% | 18.59%-0.9pp | 37.79%-20.1pp | 318.61%-301.0pp |
| Employer contribution / active EE | $2,866 | $1,413+102.8% | $2,357+21.6% | $2,565+11.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,178 | $4,995-56.4% | $6,182-64.8% | $6,261-65.2% |