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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 | $101,499-25.0% | $147,005-48.2% | $74,546+2.2% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 15.64% | 8732.34%-8716.7pp | 418.76%-403.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $5,037 | $3,811+32.2% | $4,934+2.1% | $2,624+91.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3,043 | $1,748+74.1% | $13,006-76.6% | $1,944+56.6% |