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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 | $192,087 | $105,200+82.6% | $159,474+20.5% | $85,847+123.8% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 13.48% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $5,899 | $3,319+77.8% | $4,831+22.1% | $2,565+130.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,839 | $6,934-1.4% | $10,802-36.7% | $6,261+9.2% |