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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 | $153,781 | $88,672+73.4% | $105,223+46.1% | $82,448+86.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.03% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $21,602 | $3,048+608.8% | $3,689+485.7% | $2,551+746.8% |
| Participant deferral / active EE | $109 | $4,036-97.3% | $5,072-97.9% | $4,139-97.4% |
| Admin fee / account holder | $3,644 | $7,146-49.0% | $8,859-58.9% | $7,234-49.6% |