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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 | $128,986 | $81,504+58.3% | $102,437+25.9% | $80,959+59.3% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.3pp | 67.7%+31.2pp |
| Annual return | 83.58% | 25.60%+58.0pp | 24.95%+58.6pp | 35.67%+47.9pp |
| Employer contribution / active EE | $22,217 | $3,104+615.8% | $3,871+474.0% | $2,757+705.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,696 | $6,719-59.9% | $8,388-67.9% | $6,925-61.1% |