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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 | $102,382+33.2% | $147,005-7.2% | $80,874+68.6% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 495.44% | 134.89%+360.5pp | 418.76%+76.7pp | 35.62%+459.8pp |
| Employer contribution / active EE | $1,786 | $3,715-51.9% | $4,934-63.8% | $2,756-35.2% |
| Participant deferral / active EE | $2,193 | $6,646-67.0% | $8,070-72.8% | $4,297-49.0% |
| Admin fee / account holder | $453 | $7,942-94.3% | $13,006-96.5% | $6,935-93.5% |