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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 | $91,891 | $102,429-10.3% | $147,096-37.5% | $80,925+13.6% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 30.51% | 135.02%-104.5pp | 419.75%-389.2pp | 35.65%-5.1pp |
| Employer contribution / active EE | $11,535 | $3,716+210.4% | $4,936+133.7% | $2,756+318.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,018 | $7,957-11.8% | $13,005-46.0% | $6,940+1.1% |