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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 | $140,324 | $72,404+93.8% | $110,243+27.3% | $64,173+118.7% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | 63.50% | -6.29%+69.8pp | 314.76%-251.3pp | 7.63%+55.9pp |
| Employer contribution / active EE | $7,087 | $2,282+210.6% | $3,827+85.2% | $2,381+197.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,277 | $5,664+10.8% | $8,548-26.6% | $4,887+28.4% |