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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 | $174,812 | $105,284+66.0% | $150,734+16.0% | $94,015+85.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.53% | 15.67%-2.1pp | 600.81%-587.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $13,366 | $3,599+271.4% | $4,918+171.8% | $2,790+379.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,723 | $9,839-62.2% | $14,905-75.0% | $8,951-58.4% |