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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 | $175,924 | $125,237+40.5% | $105,608+66.6% | $145,877+20.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.95% | 225.76%-216.8pp | 116.50%-107.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,000 | $3,720+34.4% | $3,167+57.9% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,196 | $17,287-58.4% | $11,028-34.7% | $13,402-46.3% |