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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 | $76,794 | $99,994-23.2% | $146,647-47.6% | $85,851-10.6% |
| Participation rate | 92.1% | 73.1%+19.0pp | 80.1%+12.0pp | 69.3%+22.7pp |
| Annual return | 210.21% | 18.93%+191.3pp | 22.75%+187.5pp | 318.63%-108.4pp |
| Employer contribution / active EE | $6,339 | $2,559+147.7% | $4,137+53.2% | $2,565+147.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,185 | $7,703-84.6% | $10,281-88.5% | $6,261-81.1% |