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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 | $210,780 | $129,239+63.1% | $93,419+125.6% | $158,966+32.6% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.32% | 118.21%-107.9pp | 78.05%-67.7pp | 302.95%-292.6pp |
| Employer contribution / active EE | $13,379 | $2,711+393.5% | $2,075+544.8% | $4,762+180.9% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,077 | $7,383-4.1% | $5,230+35.3% | $11,250-37.1% |