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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 | $101,580 | $85,766+18.4% | $136,298-25.5% | $70,126+44.9% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 21.75% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $12,563 | $2,966+323.6% | $4,696+167.5% | $2,343+436.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,881 | $5,421-46.8% | $9,244-68.8% | $4,645-38.0% |