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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 | $189,496 | $105,960+78.8% | $81,726+131.9% | $158,982+19.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.34% | 38.19%-30.8pp | 29.49%-22.2pp | 302.99%-295.6pp |
| Employer contribution / active EE | $12,203 | $7,805+56.3% | $4,311+183.1% | $4,763+156.2% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,576 | $8,494-46.1% | $5,160-11.3% | $11,252-59.3% |