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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 | $228,241 | $160,070+42.6% | $147,117+55.1% | $145,897+56.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.03% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,437 | $5,285-72.8% | $4,932-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $2,411 | $8,419-71.4% | $8,065-70.1% | $6,689-64.0% |
| Admin fee / account holder | $83,893 | $15,035+458.0% | $12,993+545.7% | $13,390+526.5% |