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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 | $162,048 | $99,652+62.6% | $78,778+105.7% | $147,586+9.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.36% | 47.28%-33.9pp | 35.62%-22.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $4,717 | $2,796+68.7% | $1,986+137.6% | $4,876-3.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,908 | $7,155-45.4% | $5,134-23.9% | $10,886-64.1% |