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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 | $201,438 | $102,663+96.2% | $86,216+133.6% | $139,466+44.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.34% | 1924.52%-1915.2pp | 1169.42%-1160.1pp | 373.66%-364.3pp |
| Employer contribution / active EE | $1,232 | $3,035-59.4% | $2,382-48.3% | $4,754-74.1% |
| Participant deferral / active EE | $529 | $4,677-88.7% | $3,986-86.7% | $6,712-92.1% |
| Admin fee / account holder | $35,703 | $8,663+312.1% | $6,853+421.0% | $11,409+212.9% |