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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 | $232,865 | $85,171+173.4% | $172,753+34.8% | $72,976+219.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.67% | 27.32%-6.7pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $11,111 | $3,324+234.3% | $5,144+116.0% | $2,440+355.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,386 | $5,880+42.6% | $13,956-39.9% | $5,124+63.7% |