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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 | $192,857 | $95,406+102.1% | $185,849+3.8% | $85,847+124.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.88% | 23.59%-2.7pp | 122.10%-101.2pp | 318.61%-297.7pp |
| Employer contribution / active EE | $9,287 | $3,314+180.3% | $5,169+79.7% | $2,565+262.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,863 | $7,214-74.2% | $16,244-88.5% | $6,261-70.3% |