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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 | $102,385+10.1% | $147,080-23.4% | $80,935+39.2% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 15.71% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $8,991 | $3,717+141.9% | $4,933+82.3% | $2,757+226.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,607 | $7,951-29.5% | $12,989-56.8% | $6,924-19.0% |