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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 | $213,828 | $85,171+151.1% | $172,753+23.8% | $72,976+193.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.84% | 27.32%-10.5pp | 803.00%-786.2pp | 81.02%-64.2pp |
| Employer contribution / active EE | $5,845 | $3,324+75.8% | $5,144+13.6% | $2,440+139.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $26,210 | $5,880+345.7% | $13,956+87.8% | $5,124+411.5% |