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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 | $226,842 | $82,674+174.4% | $125,358+81.0% | $68,498+231.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 26.22% | -5.97%+32.2pp | 572.03%-545.8pp | -7.84%+34.1pp |
| Employer contribution / active EE | $13,650 | $3,381+303.7% | $4,814+183.5% | $2,596+425.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,798 | $6,276-39.5% | $10,007-62.1% | $5,403-29.7% |