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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 | $229,072 | $99,994+129.1% | $146,647+56.2% | $85,851+166.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 65.23% | 18.93%+46.3pp | 22.75%+42.5pp | 318.63%-253.4pp |
| Employer contribution / active EE | $1,418 | $2,559-44.6% | $4,137-65.7% | $2,565-44.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,326 | $7,703+8.1% | $10,281-19.0% | $6,261+33.0% |