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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 | $141,543 | $45,152+213.5% | $73,836+91.7% | $59,633+137.4% |
| Participation rate | 96.2% | 64.0%+32.1pp | 73.4%+22.7pp | 68.7%+27.5pp |
| Annual return | 2.07% | 27.40%-25.3pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $5,784 | $1,901+204.2% | $2,787+107.5% | $2,203+162.6% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,125 | $3,515+45.8% | $4,882+5.0% | $4,297+19.3% |