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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 | $165,840 | $78,562+111.1% | $105,608+57.0% | $74,429+122.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 19.92% | 15.94%+4.0pp | 116.50%-96.6pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $9,259 | $2,521+267.2% | $3,167+192.4% | $2,625+252.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,558 | $2,217-29.7% | $11,028-85.9% | $1,944-19.9% |