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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 | $176,942 | $100,938+75.3% | $90,461+95.6% | $158,982+11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.77% | 1727.20%-1710.4pp | 1294.76%-1278.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $7,372 | $3,691+99.7% | $3,264+125.9% | $4,763+54.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,436 | $6,510+60.3% | $5,617+85.8% | $11,252-7.3% |