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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 | $61,275 | $63,342-3.3% | $92,235-33.6% | $70,131-12.6% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 14.03% | 530.15%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $7,103 | $2,471+187.4% | $3,679+93.0% | $2,342+203.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,757 | $3,840+180.1% | $5,194+107.1% | $4,645+131.6% |