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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 | $102,429-5.0% | $147,096-33.8% | $80,925+20.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 22.52% | 135.02%-112.5pp | 419.75%-397.2pp | 35.65%-13.1pp |
| Employer contribution / active EE | $22,000 | $3,716+492.1% | $4,936+345.7% | $2,756+698.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,338 | $7,957-32.9% | $13,005-59.0% | $6,940-23.1% |