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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 | $76,165 | $101,672-25.1% | $147,117-48.2% | $74,478+2.3% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 15.64% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $5,037 | $3,813+32.1% | $4,932+2.1% | $2,626+91.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,043 | $1,753+73.6% | $12,993-76.6% | $1,946+56.4% |