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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 | $196,833 | $67,823+190.2% | $52,425+275.5% | $137,256+43.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.92% | 219.11%-205.2pp | 302.12%-288.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,991 | $1,163+415.1% | $914+555.3% | $4,156+44.1% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,009 | $2,844+111.3% | $2,495+140.8% | $12,270-51.0% |