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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 | $248,953 | $108,825+128.8% | $156,181+59.4% | $82,448+202.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.94% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $6,824 | $2,870+137.8% | $4,294+58.9% | $2,551+167.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $28,577 | $9,341+205.9% | $14,586+95.9% | $7,234+295.0% |