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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 | $133,460 | $81,504+63.7% | $102,437+30.3% | $80,959+64.8% |
| Participation rate | 90.6% | 66.9%+23.8pp | 74.5%+16.1pp | 67.7%+23.0pp |
| Annual return | 77.71% | 25.60%+52.1pp | 24.95%+52.8pp | 35.67%+42.0pp |
| Employer contribution / active EE | $30,328 | $3,104+877.2% | $3,871+683.5% | $2,757+1000.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,037 | $6,719+79.1% | $8,388+43.5% | $6,925+73.8% |