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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 | $141,986 | $95,406+48.8% | $185,849-23.6% | $85,847+65.4% |
| Participation rate | 86.2% | 68.8%+17.4pp | 81.7%+4.5pp | 69.3%+16.9pp |
| Annual return | 19.50% | 23.59%-4.1pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $14,947 | $3,314+351.1% | $5,169+189.2% | $2,565+482.7% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,024 | $7,214-72.0% | $16,244-87.5% | $6,261-67.7% |