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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 | $158,396 | $96,678+63.8% | $86,640+82.8% | $139,466+13.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.26% | 106.69%-91.4pp | 592.52%-577.3pp | 373.66%-358.4pp |
| Employer contribution / active EE | $11,218 | $3,265+243.5% | $3,024+270.9% | $4,754+136.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $651 | $6,410-89.8% | $5,616-88.4% | $11,409-94.3% |