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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 | $136,357 | $102,422+33.1% | $147,117-7.3% | $80,959+68.4% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 495.44% | 135.16%+360.3pp | 420.54%+74.9pp | 35.67%+459.8pp |
| Employer contribution / active EE | $1,786 | $3,717-51.9% | $4,932-63.8% | $2,757-35.2% |
| Participant deferral / active EE | $2,193 | $6,652-67.0% | $8,065-72.8% | $4,300-49.0% |
| Admin fee / account holder | $453 | $7,953-94.3% | $12,993-96.5% | $6,925-93.5% |