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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 | $97,323 | $102,422-5.0% | $147,117-33.8% | $80,959+20.2% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 22.52% | 135.16%-112.6pp | 420.54%-398.0pp | 35.67%-13.1pp |
| Employer contribution / active EE | $22,000 | $3,717+491.8% | $4,932+346.0% | $2,757+697.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,338 | $7,953-32.9% | $12,993-58.9% | $6,925-22.9% |