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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 | $100,060+11.8% | $149,721-25.3% | $70,126+59.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.1pp |
| Annual return | 16.20% | 27.46%-11.3pp | 1501.67%-1485.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $12,261 | $3,661+234.9% | $5,444+125.2% | $2,343+423.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,102 | $8,285+34.0% | $11,282-1.6% | $4,645+139.0% |