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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 | $90,945 | $58,828+54.6% | $78,002+16.6% | $62,881+44.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.77% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,710 | $1,672+121.9% | $2,470+50.2% | $2,281+62.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,201 | $4,393+132.2% | $5,481+86.1% | $4,296+137.5% |