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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 | $175,608 | $100,060+75.5% | $149,721+17.3% | $70,126+150.4% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 232.73% | 27.46%+205.3pp | 1501.67%-1268.9pp | 73.15%+159.6pp |
| Employer contribution / active EE | $2,403 | $3,661-34.4% | $5,444-55.9% | $2,343+2.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,107 | $8,285-86.6% | $11,282-90.2% | $4,645-76.2% |