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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 | $130,954 | $100,041+30.9% | $149,718-12.5% | $70,131+86.7% |
| Participation rate | 86.0% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.5pp |
| Annual return | 17.09% | 27.43%-10.3pp | 1501.67%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $6,395 | $3,662+74.7% | $5,445+17.5% | $2,342+173.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,566 | $8,286+51.6% | $11,283+11.4% | $4,645+170.5% |