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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 | $202,343 | $70,121+188.6% | $63,803+217.1% | $138,895+45.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.60% | 946.48%-933.9pp | 543.72%-531.1pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,436 | $2,882+158.0% | $2,532+193.6% | $4,194+77.3% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,228 | $6,738+7.3% | $5,196+39.1% | $12,562-42.5% |