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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 | $21,361 | $183,592-88.4% | $155,567-86.3% | $145,959-85.4% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 14.31% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $9,623 | $5,315+81.1% | $4,674+105.9% | $4,661+106.5% |
| Participant deferral / active EE | $1,121 | $6,464-82.7% | $5,628-80.1% | $6,689-83.2% |
| Admin fee / account holder | $30,029 | $19,318+55.4% | $15,916+88.7% | $13,398+124.1% |