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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 | $102,385+0.3% | $147,080-30.2% | $80,935+26.9% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 29.03% | 135.09%-106.1pp | 420.17%-391.1pp | 35.66%-6.6pp |
| Employer contribution / active EE | $6,596 | $3,717+77.5% | $4,933+33.7% | $2,757+139.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,231 | $7,951-84.5% | $12,989-90.5% | $6,924-82.2% |