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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 | $89,964 | $51,642+74.2% | $129,384-30.5% | $80,935+11.2% |
| Participation rate | 95.1% | 56.9%+38.2pp | 69.6%+25.5pp | 67.7%+27.5pp |
| Annual return | 15.19% | 20.78%-5.6pp | 9461.77%-9446.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $4,572 | $1,583+188.8% | $4,153+10.1% | $2,757+65.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,228 | $4,312+206.8% | $7,686+72.1% | $6,924+91.0% |