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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 | $208,131 | $81,487+155.4% | $102,412+103.2% | $80,935+157.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 268.70% | 25.60%+243.1pp | 24.94%+243.8pp | 35.66%+233.0pp |
| Employer contribution / active EE | $18,787 | $3,103+505.5% | $3,870+385.5% | $2,757+581.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,726 | $6,717+134.1% | $8,388+87.5% | $6,924+127.1% |