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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 | $218,331 | $101,778+114.5% | $164,975+32.3% | $80,925+169.8% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.7%+20.2pp |
| Annual return | 58.08% | 16.73%+41.4pp | 70.12%-12.0pp | 35.65%+22.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $304 | $4,477-93.2% | $6,033-95.0% | $4,299-92.9% |
| Admin fee / account holder | $130,405 | $8,221+1486.2% | $12,688+927.8% | $6,940+1779.0% |