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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 | $217,557 | $152,597+42.6% | $117,533+85.1% | $134,532+61.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 7.24% | 53.04%-45.8pp | 29.77%-22.5pp | 418.27%-411.0pp |
| Employer contribution / active EE | $61,000 | $5,576+993.9% | $4,179+1359.6% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47,253 | $7,007+574.4% | $5,647+736.8% | $11,429+313.5% |