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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 | $243,082 | $152,612+59.3% | $125,192+94.2% | $152,897+59.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.05% | 54.85%-38.8pp | 43.79%-27.7pp | 345.43%-329.4pp |
| Employer contribution / active EE | $10,066 | $4,947+103.5% | $3,866+160.4% | $4,764+111.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,364 | $13,437+88.8% | $9,704+161.4% | $11,599+118.7% |