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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 | $146,126 | $107,368+36.1% | $92,915+57.3% | $152,909-4.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.30% | 145.64%-120.3pp | 109.45%-84.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $10,000 | $4,222+136.8% | $3,653+173.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,528 | $7,082-64.3% | $5,796-56.4% | $11,601-78.2% |