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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 | $200,069 | $129,476+54.5% | $93,515+113.9% | $158,982+25.8% |
| Participation rate | 81.8% | 71.0%+10.8pp | 66.8%+15.0pp | 82.0%-0.1pp |
| Annual return | 14.42% | 118.56%-104.1pp | 78.21%-63.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $4,315 | $2,717+58.8% | $2,077+107.7% | $4,763-9.4% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $792 | $7,396-89.3% | $5,235-84.9% | $11,252-93.0% |