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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 | $207,354 | $104,251+98.9% | $91,004+127.9% | $147,586+40.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.58% | 27.06%-7.5pp | 4.60%+15.0pp | 578.59%-559.0pp |
| Employer contribution / active EE | $6,667 | $3,116+114.0% | $2,456+171.5% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,292 | $8,948-40.9% | $5,417-2.3% | $10,886-51.4% |