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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 | $79,508 | $85,766-7.3% | $136,298-41.7% | $70,126+13.4% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 22.02% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $4,826 | $2,966+62.7% | $4,696+2.8% | $2,343+106.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,427 | $5,421-73.7% | $9,244-84.6% | $4,645-69.3% |