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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 | $234,807 | $162,821+44.2% | $133,978+75.3% | $158,982+47.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.37% | 41.95%-30.6pp | 45.10%-33.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $21,095 | $4,976+323.9% | $3,919+438.3% | $4,763+342.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,921 | $11,742-83.6% | $8,930-78.5% | $11,252-82.9% |