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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 | $175,506 | $176,402-0.5% | $134,162+30.8% | $158,982+10.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.35% | 63.66%-54.3pp | 36.35%-27.0pp | 302.99%-293.6pp |
| Employer contribution / active EE | $31,200 | $5,042+518.8% | $3,705+742.1% | $4,763+555.1% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,211 | $8,719-86.1% | $6,685-81.9% | $11,252-89.2% |