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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 | $192,700 | $103,038+87.0% | $90,324+113.3% | $152,909+26.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 24.13% | 95.25%-71.1pp | 78.15%-54.0pp | 345.46%-321.3pp |
| Employer contribution / active EE | $8,799 | $3,141+180.2% | $2,856+208.1% | $4,764+84.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,455 | $6,177-76.4% | $5,356-72.8% | $11,601-87.5% |