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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 | $149,433 | $84,708+76.4% | $75,714+97.4% | $167,536-10.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 14.99% | 199.62%-184.6pp | 104.62%-89.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $3,885 | $3,231+20.2% | $2,744+41.6% | $4,839-19.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $434 | $5,358-91.9% | $3,619-88.0% | $12,315-96.5% |