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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 | $195,687 | $82,674+136.7% | $125,381+56.1% | $68,486+185.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 28.56% | -5.97%+34.5pp | 572.31%-543.7pp | -7.85%+36.4pp |
| Employer contribution / active EE | $6,431 | $3,382+90.2% | $4,815+33.5% | $2,597+147.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,153 | $6,277-81.6% | $10,007-88.5% | $5,404-78.7% |