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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 | $112,223 | $102,429+9.6% | $147,096-23.7% | $80,925+38.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 34.67% | 135.02%-100.4pp | 419.75%-385.1pp | 35.65%-1.0pp |
| Employer contribution / active EE | $10,340 | $3,716+178.3% | $4,936+109.5% | $2,756+275.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,408 | $7,957-82.3% | $13,005-89.2% | $6,940-79.7% |