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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 | $240,010 | $132,634+81.0% | $115,768+107.3% | $137,256+74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.43% | 160.70%-146.3pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,000 | $3,360-40.5% | $2,940-32.0% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,048 | $15,028-86.4% | $12,439-83.5% | $12,270-83.3% |