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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 | $234,660 | $102,393+129.2% | $147,041+59.6% | $80,911+190.0% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 19.52% | 134.95%-115.4pp | 419.21%-399.7pp | 35.63%-16.1pp |
| Employer contribution / active EE | $35,518 | $3,715+856.0% | $4,935+619.7% | $2,756+1188.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,490 | $7,943+107.6% | $13,006+26.8% | $6,935+137.8% |