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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 | $81,699 | $72,071+13.4% | $68,368+19.5% | $137,256-40.5% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 14.04% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $7,170 | $2,788+157.2% | $2,649+170.7% | $4,156+72.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,026 | $5,336+275.3% | $5,150+288.9% | $12,270+63.2% |