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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 | $236,075 | $162,812+45.0% | $133,971+76.2% | $158,966+48.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.49% | 41.94%-31.5pp | 45.09%-34.6pp | 302.95%-292.5pp |
| Employer contribution / active EE | $8,133 | $4,976+63.4% | $3,919+107.5% | $4,762+70.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $40,954 | $11,741+248.8% | $8,929+358.6% | $11,250+264.0% |