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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 | $201,849 | $95,383+111.6% | $185,837+8.6% | $85,856+135.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.88% | 23.59%-10.7pp | 122.08%-109.2pp | 318.58%-305.7pp |
| Employer contribution / active EE | $11,837 | $3,313+257.3% | $5,168+129.0% | $2,565+361.5% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,558 | $7,213-78.4% | $16,241-90.4% | $6,261-75.1% |