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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 | $111,845 | $100,041+11.8% | $149,718-25.3% | $70,131+59.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.1pp |
| Annual return | 16.20% | 27.43%-11.2pp | 1501.67%-1485.5pp | 73.14%-56.9pp |
| Employer contribution / active EE | $12,261 | $3,662+234.8% | $5,445+125.2% | $2,342+423.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,102 | $8,286+34.0% | $11,283-1.6% | $4,645+139.0% |