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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 | $101,591-25.0% | $147,096-48.2% | $74,429+2.3% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 15.64% | 8746.45%-8730.8pp | 419.75%-404.1pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $5,037 | $3,813+32.1% | $4,936+2.0% | $2,625+91.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,043 | $1,750+73.9% | $13,005-76.6% | $1,944+56.5% |