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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 | $112,700 | $102,393+10.1% | $147,041-23.4% | $80,911+39.3% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 15.71% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $8,991 | $3,715+142.0% | $4,935+82.2% | $2,756+226.3% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,607 | $7,943-29.4% | $13,006-56.9% | $6,935-19.1% |