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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 | $82,475 | $55,889+47.6% | $76,119+8.4% | $80,935+1.9% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.1%+27.6pp | 67.7%+29.0pp |
| Annual return | 124.70% | 20.58%+104.1pp | 361.25%-236.5pp | 35.66%+89.0pp |
| Employer contribution / active EE | $9,330 | $1,866+400.0% | $2,693+246.5% | $2,757+238.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,419 | $5,241-72.9% | $6,421-77.9% | $6,924-79.5% |