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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 | $102,724 | $102,393+0.3% | $147,041-30.1% | $80,911+27.0% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 29.03% | 134.95%-105.9pp | 419.21%-390.2pp | 35.63%-6.6pp |
| Employer contribution / active EE | $6,596 | $3,715+77.5% | $4,935+33.7% | $2,756+139.3% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,231 | $7,943-84.5% | $13,006-90.5% | $6,935-82.2% |