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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 | $212,294 | $96,491+120.0% | $75,894+179.7% | $152,885+38.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 16.91% | 33.98%-17.1pp | 30.76%-13.8pp | 345.39%-328.5pp |
| Employer contribution / active EE | $20,917 | $3,310+532.0% | $2,501+736.4% | $4,763+339.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,569 | $8,079+117.5% | $5,420+224.2% | $11,598+51.5% |