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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 | $99,320 | $70,366+41.1% | $66,674+49.0% | $138,895-28.5% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.7%+20.8pp | 79.9%+14.5pp |
| Annual return | 14.36% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $4,662 | $2,765+68.6% | $2,620+77.9% | $4,194+11.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,712 | $5,262+84.5% | $5,098+90.5% | $12,562-22.7% |