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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 | $125,655 | $85,766+46.5% | $136,298-7.8% | $70,126+79.2% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 18.27% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,485 | $2,966+118.6% | $4,696+38.1% | $2,343+176.8% |
| Participant deferral / active EE | $1,845 | $5,051-63.5% | $6,247-70.5% | $3,332-44.6% |
| Admin fee / account holder | $1,221 | $5,421-77.5% | $9,244-86.8% | $4,645-73.7% |