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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 | $237,781 | $124,346+91.2% | $111,308+113.6% | $167,536+41.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.37% | 37.45%-22.1pp | 54.67%-39.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $20,251 | $3,437+489.2% | $2,732+641.3% | $4,839+318.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,379 | $10,621-87.0% | $7,965-82.7% | $12,315-88.8% |