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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 | $180,107 | $73,978+143.5% | $96,515+86.6% | $75,173+139.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 51.41% | 26.72%+24.7pp | 35.73%+15.7pp | 160.72%-109.3pp |
| Employer contribution / active EE | $18,156 | $2,931+519.5% | $3,740+385.5% | $2,671+579.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $60,136 | $5,219+1052.3% | $6,735+792.8% | $5,651+964.3% |