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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 | $234,775 | $102,382+129.3% | $147,005+59.7% | $80,874+190.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 27.66% | 134.89%-107.2pp | 418.76%-391.1pp | 35.62%-8.0pp |
| Employer contribution / active EE | $6,644 | $3,715+78.8% | $4,934+34.6% | $2,756+141.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $566 | $7,942-92.9% | $13,006-95.6% | $6,935-91.8% |