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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 | $199,501 | $80,812+146.9% | $160,784+24.1% | $82,448+142.0% |
| Participation rate | 97.0% | 66.2%+30.7pp | 77.0%+20.0pp | 68.1%+28.9pp |
| Annual return | 14.11% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $15,318 | $2,174+604.7% | $3,733+310.4% | $2,551+500.5% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,721 | $7,695-25.7% | $9,717-41.1% | $7,234-20.9% |