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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 | $208,236 | $93,586+122.5% | $135,925+53.2% | $75,173+177.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 80.06% | 30.90%+49.2pp | 68.25%+11.8pp | 160.65%-80.6pp |
| Employer contribution / active EE | $9,234 | $3,537+161.0% | $4,857+90.1% | $2,670+245.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,274 | $6,977+4.3% | $10,764-32.4% | $5,651+28.7% |