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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 | $94,684 | $73,421+29.0% | $66,439+42.5% | $155,188-39.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.25% | 1382.37%-1371.1pp | 757.66%-746.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,959 | $3,039-2.6% | $2,637+12.2% | $4,248-30.3% |
| Participant deferral / active EE | $919 | $4,680-80.4% | $3,876-76.3% | $6,531-85.9% |
| Admin fee / account holder | $3,738 | $8,856-57.8% | $6,173-39.5% | $14,480-74.2% |