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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 | $72,655 | $100,041-27.4% | $149,718-51.5% | $70,131+3.6% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.8pp | 69.5%+28.3pp |
| Annual return | 14.45% | 27.43%-13.0pp | 1501.67%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $10,217 | $3,662+179.0% | $5,445+87.7% | $2,342+336.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,023 | $8,286-87.7% | $11,283-90.9% | $4,645-78.0% |