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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 | $245,268 | $149,040+64.6% | $120,225+104.0% | $137,256+78.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.83% | 605.68%-589.9pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $24,192 | $4,350+456.1% | $3,475+596.1% | $4,156+482.1% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,730 | $6,348-72.8% | $5,696-69.6% | $12,270-85.9% |