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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 | $64,100 | $57,140+12.2% | $85,240-24.8% | $80,959-20.8% |
| Participation rate | 97.3% | 56.4%+40.9pp | 67.5%+29.8pp | 67.7%+29.7pp |
| Annual return | 286.05% | 21.71%+264.3pp | 66.75%+219.3pp | 35.67%+250.4pp |
| Employer contribution / active EE | $7,672 | $1,802+325.8% | $2,735+180.5% | $2,757+178.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,256 | $4,992-14.7% | $6,165-31.0% | $6,925-38.5% |