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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 | $187,992 | $105,198+78.7% | $159,455+17.9% | $85,856+119.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 25.63% | 45.08%-19.5pp | 263.63%-238.0pp | 318.58%-293.0pp |
| Employer contribution / active EE | $4,325 | $3,319+30.3% | $4,830-10.4% | $2,565+68.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,770 | $6,934+40.9% | $10,800-9.5% | $6,261+56.1% |