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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 | $227,371 | $162,821+39.6% | $133,978+69.7% | $158,982+43.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.27% | 41.95%-34.7pp | 45.10%-37.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $6,250 | $4,976+25.6% | $3,919+59.5% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,033 | $11,742-48.6% | $8,930-32.4% | $11,252-46.4% |