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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 | $131,856 | $56,197+134.6% | $67,652+94.9% | $59,633+121.1% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | 13.11% | 18508.10%-18495.0pp | 6625.40%-6612.3pp | 2041.45%-2028.3pp |
| Employer contribution / active EE | $5,825 | $1,615+260.8% | $2,266+157.1% | $2,203+164.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,903 | $3,958-26.6% | $4,821-39.8% | $4,297-32.4% |