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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 | $182,973 | $91,537+99.9% | $130,045+40.7% | $75,173+143.4% |
| Participation rate | 84.6% | 71.5%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 15.54% | -631.55%+647.1pp | -137.30%+152.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $11,376 | $2,845+299.9% | $4,321+163.3% | $2,671+325.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,936 | $6,780-56.7% | $10,600-72.3% | $5,651-48.0% |