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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 | $205,871 | $95,415+115.8% | $185,851+10.8% | $85,851+139.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.90% | 23.59%-0.7pp | 122.11%-99.2pp | 318.63%-295.7pp |
| Employer contribution / active EE | $10,767 | $3,314+224.9% | $5,168+108.3% | $2,565+319.7% |
| Participant deferral / active EE | $808 | $3,424-76.4% | $5,569-85.5% | $3,952-79.6% |
| Admin fee / account holder | $3,082 | $7,215-57.3% | $16,245-81.0% | $6,261-50.8% |