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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 | $236,898 | $103,393+129.1% | $87,103+172.0% | $152,909+54.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 12.38% | 28.10%-15.7pp | 28.19%-15.8pp | 345.46%-333.1pp |
| Employer contribution / active EE | $8,333 | $3,221+158.7% | $2,521+230.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,440 | $12,195+34.8% | $7,491+119.5% | $11,601+41.7% |