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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 | $180,452 | $111,878+61.3% | $93,727+92.5% | $145,897+23.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.25% | 204.28%-186.0pp | 133.83%-115.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $9,433 | $3,092+205.0% | $2,421+289.6% | $4,663+102.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,308 | $10,256-87.3% | $8,292-84.2% | $13,390-90.2% |