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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 | $206,580 | $102,663+101.2% | $86,216+139.6% | $139,466+48.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 10.58% | 1924.52%-1913.9pp | 1169.42%-1158.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $3,571 | $3,035+17.7% | $2,382+50.0% | $4,754-24.9% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,162 | $8,663-63.5% | $6,853-53.9% | $11,409-72.3% |