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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 | $196,703 | $100,003+96.7% | $146,685+34.1% | $85,856+129.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 52.85% | 18.93%+33.9pp | 22.75%+30.1pp | 318.58%-265.7pp |
| Employer contribution / active EE | $18,974 | $2,559+641.4% | $4,137+358.6% | $2,565+639.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,744 | $7,704+104.4% | $10,281+53.1% | $6,261+151.5% |