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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 | $160,118 | $197,819-19.1% | $155,789+2.8% | $125,389+27.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 8.40% | 86.73%-78.3pp | 71.54%-63.1pp | 282.24%-273.8pp |
| Employer contribution / active EE | $13,504 | $4,850+178.4% | $3,839+251.8% | $4,866+177.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,654 | $9,544-72.2% | $7,477-64.5% | $9,541-72.2% |