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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 | $102,429+44.2% | $147,096+0.4% | $80,925+82.5% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 15.73% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $10,355 | $3,716+178.7% | $4,936+109.8% | $2,756+275.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,678 | $7,957+46.8% | $13,005-10.2% | $6,940+68.3% |