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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 | $245,318 | $150,412+63.1% | $120,574+103.5% | $145,884+68.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.03% | 154.50%-134.5pp | 107.42%-87.4pp | 551.85%-531.8pp |
| Employer contribution / active EE | $2,867 | $4,355-34.2% | $3,471-17.4% | $4,662-38.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,411 | $12,224-14.8% | $9,445+10.2% | $13,392-22.3% |