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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 | $230,207 | $106,008+117.2% | $92,240+149.6% | $147,586+56.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.75% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $5,250 | $4,333+21.2% | $3,680+42.7% | $4,876+7.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $855 | $6,333-86.5% | $5,194-83.5% | $10,886-92.1% |