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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 | $246,080 | $116,190+111.8% | $93,614+162.9% | $152,885+61.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.52% | 35.96%-19.4pp | 32.76%-16.2pp | 345.39%-328.9pp |
| Employer contribution / active EE | $8,691 | $3,219+170.0% | $2,718+219.7% | $4,763+82.5% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,850 | $10,749-36.3% | $7,889-13.2% | $11,598-40.9% |