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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 | $173,982 | $88,672+96.2% | $105,223+65.3% | $82,448+111.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 29.56% | 30.86%-1.3pp | 180.65%-151.1pp | 41.64%-12.1pp |
| Employer contribution / active EE | $27,816 | $3,048+812.6% | $3,689+654.1% | $2,551+990.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,674 | $7,146+49.4% | $8,859+20.5% | $7,234+47.5% |