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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 | $102,429+11.2% | $147,096-22.6% | $80,925+40.7% |
| Participation rate | 98.3% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 43.85% | 135.02%-91.2pp | 419.75%-375.9pp | 35.65%+8.2pp |
| Employer contribution / active EE | $1,387 | $3,716-62.7% | $4,936-71.9% | $2,756-49.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $322 | $7,957-96.0% | $13,005-97.5% | $6,940-95.4% |