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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 | $113,875 | $102,422+11.2% | $147,117-22.6% | $80,959+40.7% |
| Participation rate | 98.3% | 75.9%+22.5pp | 82.2%+16.1pp | 67.7%+30.7pp |
| Annual return | 43.85% | 135.16%-91.3pp | 420.54%-376.7pp | 35.67%+8.2pp |
| Employer contribution / active EE | $1,387 | $3,717-62.7% | $4,932-71.9% | $2,757-49.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $322 | $7,953-96.0% | $12,993-97.5% | $6,925-95.4% |