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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 | $206,004 | $73,978+178.5% | $96,515+113.4% | $75,173+174.0% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 625.18% | 26.72%+598.5pp | 35.73%+589.5pp | 160.72%+464.5pp |
| Employer contribution / active EE | $18,675 | $2,931+537.2% | $3,740+399.4% | $2,671+599.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,097 | $5,219+170.1% | $6,735+109.3% | $5,651+149.5% |