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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 | $216,191 | $51,638+318.7% | $68,368+216.2% | $82,448+162.2% |
| Participation rate | 98.7% | 63.6%+35.1pp | 73.8%+24.9pp | 68.1%+30.6pp |
| Annual return | 15.04% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $17,399 | $2,047+750.2% | $2,649+556.8% | $2,551+582.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $37,086 | $4,643+698.7% | $5,150+620.2% | $7,234+412.6% |