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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 | $76,182 | $85,766-11.2% | $136,297-44.1% | $70,124+8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.95% | 31.45%-15.5pp | 5156.19%-5140.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,355 | $2,966+13.1% | $4,696-28.5% | $2,342+43.2% |
| Participant deferral / active EE | $1,359 | $5,051-73.1% | $6,247-78.2% | $3,332-59.2% |
| Admin fee / account holder | $12,119 | $5,420+123.6% | $9,244+31.1% | $4,645+160.9% |