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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 | $134,875 | $63,346+112.9% | $92,240+46.2% | $70,126+92.3% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 14.14% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $864 | $2,854-69.7% | $3,897-77.8% | $3,332-74.1% |
| Admin fee / account holder | $23,814 | $3,841+520.0% | $5,194+358.5% | $4,645+412.6% |