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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 | $132,844 | $115,810+14.7% | $101,271+31.2% | $158,966-16.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $5,803 | $4,175+39.0% | $3,660+58.5% | $4,762+21.8% |
| Participant deferral / active EE | $1,351 | $4,958-72.7% | $4,371-69.1% | $5,983-77.4% |
| Admin fee / account holder | $700 | $7,248-90.3% | $5,948-88.2% | $11,250-93.8% |