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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 | $181,508 | $102,638+76.8% | $81,991+121.4% | $158,966+14.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.01% | 61.05%-51.0pp | 41.31%-31.3pp | 302.95%-292.9pp |
| Employer contribution / active EE | $9,000 | $3,241+177.7% | $2,498+260.2% | $4,762+89.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,500 | $8,237-69.7% | $5,665-55.9% | $11,250-77.8% |