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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 | $177,876 | $102,638+73.3% | $81,991+116.9% | $158,966+11.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.51% | 61.05%-41.5pp | 41.31%-21.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $5,622 | $3,241+73.5% | $2,498+125.0% | $4,762+18.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $849 | $8,237-89.7% | $5,665-85.0% | $11,250-92.5% |