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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 | $229,950 | $197,819+16.2% | $155,789+47.6% | $125,389+83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 7.05% | 86.73%-79.7pp | 71.54%-64.5pp | 282.24%-275.2pp |
| Employer contribution / active EE | $10,000 | $4,850+106.2% | $3,839+160.5% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,910 | $9,544+14.3% | $7,477+45.9% | $9,541+14.3% |