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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 | $243,558 | $87,132+179.5% | $105,624+130.6% | $80,959+200.8% |
| Participation rate | 98.1% | 70.4%+27.6pp | 75.3%+22.8pp | 67.7%+30.4pp |
| Annual return | 79.66% | 17.03%+62.6pp | 116.20%-36.5pp | 35.67%+44.0pp |
| Employer contribution / active EE | $7,104 | $2,397+196.4% | $3,168+124.3% | $2,757+157.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,121 | $8,449-74.9% | $10,961-80.7% | $6,925-69.4% |