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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 | $212,089 | $133,981+58.3% | $112,249+88.9% | $134,532+57.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.68% | 47.16%-42.5pp | 27.48%-22.8pp | 418.27%-413.6pp |
| Employer contribution / active EE | $10,248 | $4,040+153.7% | $3,636+181.8% | $4,741+116.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $370,465 | $7,492+4845.0% | $6,412+5677.3% | $11,429+3141.6% |