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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 | $179,351 | $154,209+16.3% | $130,062+37.9% | $139,487+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 32.52%-19.7pp | -137.37%+150.2pp | 373.84%-361.1pp |
| Employer contribution / active EE | $4,515 | $5,292-14.7% | $4,322+4.5% | $4,755-5.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $96,641 | $13,988+590.9% | $10,601+811.7% | $11,407+747.2% |