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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 | $171,344 | $78,682+117.8% | $109,188+56.9% | $85,851+99.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.69% | 25.09%-1.4pp | 25.76%-2.1pp | 318.63%-294.9pp |
| Employer contribution / active EE | $10,669 | $2,734+290.3% | $3,723+186.6% | $2,565+315.9% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,774 | $5,470+78.7% | $6,755+44.7% | $6,261+56.1% |