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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 | $227,980 | $154,209+47.8% | $130,062+75.3% | $139,487+63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 32.52%-20.1pp | -137.37%+149.8pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,779 | $5,292-66.4% | $4,322-58.9% | $4,755-62.6% |
| Participant deferral / active EE | $300 | $6,709-95.5% | $5,821-94.8% | $6,713-95.5% |
| Admin fee / account holder | $12,238 | $13,988-12.5% | $10,601+15.4% | $11,407+7.3% |