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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 | $150,738 | $102,429+47.2% | $147,096+2.5% | $80,925+86.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.09% | 135.02%-115.9pp | 419.75%-400.7pp | 35.65%-16.6pp |
| Employer contribution / active EE | $6,401 | $3,716+72.3% | $4,936+29.7% | $2,756+132.2% |
| Participant deferral / active EE | $2,453 | $6,649-63.1% | $8,071-69.6% | $4,299-42.9% |
| Admin fee / account holder | $4,222 | $7,957-46.9% | $13,005-67.5% | $6,940-39.2% |