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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 | $112,180 | $106,003+5.8% | $92,236+21.6% | $147,585-24.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.27% | 50.05%-34.8pp | 176.29%-161.0pp | 578.57%-563.3pp |
| Employer contribution / active EE | $3,758 | $4,333-13.3% | $3,679+2.1% | $4,876-22.9% |
| Participant deferral / active EE | $680 | $4,478-84.8% | $3,897-82.5% | $5,439-87.5% |
| Admin fee / account holder | $524 | $6,333-91.7% | $5,194-89.9% | $10,885-95.2% |