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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 | $104,044 | $102,393+1.6% | $147,041-29.2% | $80,911+28.6% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 16.58% | 134.95%-118.4pp | 419.21%-402.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $6,495 | $3,715+74.8% | $4,935+31.6% | $2,756+135.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,837 | $7,943-64.3% | $13,006-78.2% | $6,935-59.1% |