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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 | $167,122 | $80,812+106.8% | $160,784+3.9% | $82,448+102.7% |
| Participation rate | 98.9% | 66.2%+32.6pp | 77.0%+21.9pp | 68.1%+30.8pp |
| Annual return | 14.59% | 100.59%-86.0pp | 1803.92%-1789.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $6,055 | $2,174+178.5% | $3,733+62.2% | $2,551+137.4% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,256 | $7,695-44.7% | $9,717-56.2% | $7,234-41.2% |