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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 | $111,371 | $102,385+8.8% | $147,080-24.3% | $80,935+37.6% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.1pp | 67.7%+25.6pp |
| Annual return | 12.54% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $6,222 | $3,717+67.4% | $4,933+26.1% | $2,757+125.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,833 | $7,951+74.0% | $12,989+6.5% | $6,924+99.8% |