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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 | $95,817 | $57,352+67.1% | $83,831+14.3% | $64,173+49.3% |
| Participation rate | 96.6% | 68.6%+28.0pp | 76.1%+20.5pp | 69.6%+27.0pp |
| Annual return | -6.33% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $14,465 | $2,546+468.3% | $3,631+298.4% | $2,381+507.6% |
| Participant deferral / active EE | $1,029 | $2,993-65.6% | $4,082-74.8% | $3,470-70.3% |
| Admin fee / account holder | $17,216 | $4,046+325.5% | $5,479+214.2% | $4,887+252.3% |