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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 | $123,039 | $85,766+43.5% | $136,298-9.7% | $70,126+75.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 43.38% | 31.46%+11.9pp | 5156.27%-5112.9pp | 73.15%-29.8pp |
| Employer contribution / active EE | $5,263 | $2,966+77.4% | $4,696+12.1% | $2,343+124.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,395 | $5,421-74.3% | $9,244-84.9% | $4,645-70.0% |