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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 | $168,703 | $56,134+200.5% | $96,192+75.4% | $85,851+96.5% |
| Participation rate | 98.6% | 56.7%+41.9pp | 68.4%+30.2pp | 69.3%+29.3pp |
| Annual return | 21.28% | 42.30%-21.0pp | 192.09%-170.8pp | 318.63%-297.4pp |
| Employer contribution / active EE | $12,153 | $1,620+650.1% | $2,799+334.1% | $2,565+373.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,995 | $3,769+6.0% | $5,539-27.9% | $6,261-36.2% |