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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 | $222,852 | $100,139+122.5% | $85,187+161.6% | $145,884+52.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,667 | $3,238-17.6% | $2,732-2.4% | $4,662-42.8% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,069 | $7,262-71.5% | $6,162-66.4% | $13,392-84.5% |