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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 | $121,883 | $65,364+86.5% | $92,909+31.2% | $72,975+67.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 55.48% | 42.11%+13.4pp | 109.44%-54.0pp | 81.01%-25.5pp |
| Employer contribution / active EE | $8,348 | $2,594+221.8% | $3,653+128.5% | $2,440+242.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $105,851 | $4,251+2389.9% | $5,795+1726.6% | $5,124+1965.8% |