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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 | $196,809 | $152,619+29.0% | $125,195+57.2% | $152,909+28.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.33% | 54.85%-38.5pp | 43.79%-27.5pp | 345.46%-329.1pp |
| Employer contribution / active EE | $7,232 | $4,947+46.2% | $3,866+87.1% | $4,764+51.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $579 | $13,437-95.7% | $9,704-94.0% | $11,601-95.0% |