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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 | $197,045 | $102,422+92.4% | $147,117+33.9% | $80,959+143.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.40% | 135.16%-122.8pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $14,583 | $3,717+292.3% | $4,932+195.7% | $2,757+428.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,948 | $7,953-12.6% | $12,993-46.5% | $6,925+0.3% |