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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 | $249,076 | $166,268+49.8% | $165,100+50.9% | $145,897+70.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.97% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $9,495 | $5,284+79.7% | $4,348+118.4% | $4,663+103.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,624 | $16,659-60.2% | $12,696-47.8% | $13,390-50.5% |