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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 | $122,618 | $89,259+37.4% | $107,187+14.4% | $82,637+48.4% |
| Participation rate | 97.8% | 67.9%+29.8pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 32.92% | 21.02%+11.9pp | 204.55%-171.6pp | 53.51%-20.6pp |
| Employer contribution / active EE | $3,501 | $3,080+13.7% | $3,782-7.4% | $2,552+37.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,771 | $7,381-76.0% | $9,162-80.7% | $7,339-75.9% |