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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 | $99,027 | $58,828+68.3% | $78,002+27.0% | $62,881+57.5% |
| Participation rate | 94.0% | 71.1%+22.9pp | 75.5%+18.5pp | 69.3%+24.7pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $11,457 | $1,672+585.3% | $2,470+363.8% | $2,281+402.3% |
| Participant deferral / active EE | $92 | $2,686-96.6% | $3,497-97.4% | $3,203-97.1% |
| Admin fee / account holder | $4,622 | $4,393+5.2% | $5,481-15.7% | $4,296+7.6% |