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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 | $157,765 | $99,652+58.3% | $78,778+100.3% | $147,586+6.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 10.38% | 47.28%-36.9pp | 35.62%-25.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $4,167 | $2,796+49.0% | $1,986+109.8% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $401 | $7,155-94.4% | $5,134-92.2% | $10,886-96.3% |