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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 | $147,671 | $102,382+44.2% | $147,005+0.5% | $80,874+82.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 15.73% | 134.89%-119.2pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $10,355 | $3,715+178.7% | $4,934+109.9% | $2,756+275.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,678 | $7,942+47.0% | $13,006-10.2% | $6,935+68.4% |