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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 | $102,429-33.0% | $147,096-53.3% | $80,925-15.2% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 12.82% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $7,067 | $3,716+90.2% | $4,936+43.2% | $2,756+156.4% |
| Participant deferral / active EE | $2,172 | $6,649-67.3% | $8,071-73.1% | $4,299-49.5% |
| Admin fee / account holder | $29,172 | $7,957+266.6% | $13,005+124.3% | $6,940+320.3% |