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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 | $102,385+92.5% | $147,080+34.0% | $80,935+143.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.40% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $14,583 | $3,717+292.4% | $4,933+195.6% | $2,757+429.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,948 | $7,951-12.6% | $12,989-46.5% | $6,924+0.3% |