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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 | $120,863 | $102,382+18.1% | $147,005-17.8% | $80,874+49.4% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.2%-4.7pp | 67.6%+9.9pp |
| Annual return | 20.44% | 134.89%-114.5pp | 418.76%-398.3pp | 35.62%-15.2pp |
| Employer contribution / active EE | $13,226 | $3,715+256.0% | $4,934+168.0% | $2,756+380.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,250 | $7,942-46.5% | $13,006-67.3% | $6,935-38.7% |