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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 | $68,655 | $102,422-33.0% | $147,117-53.3% | $80,959-15.2% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 12.82% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $7,067 | $3,717+90.1% | $4,932+43.3% | $2,757+156.3% |
| Participant deferral / active EE | $2,172 | $6,652-67.4% | $8,065-73.1% | $4,300-49.5% |
| Admin fee / account holder | $29,172 | $7,953+266.8% | $12,993+124.5% | $6,925+321.2% |