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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 | $247,668 | $201,370+23.0% | $184,256+34.4% | $145,897+69.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.28% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,636 | $7,024+94.1% | $6,427+112.2% | $4,663+192.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,133 | $16,364-93.1% | $13,899-91.8% | $13,390-91.5% |