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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 | $151,230 | $110,039+37.4% | $97,260+55.5% | $145,884+3.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 244.44%-235.2pp | 75.54%-66.3pp | 551.85%-542.6pp |
| Employer contribution / active EE | $833 | $3,074-72.9% | $2,721-69.4% | $4,662-82.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,506 | $6,204+37.1% | $5,640+50.8% | $13,392-36.5% |