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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 | $176,063 | $63,346+177.9% | $92,239+90.9% | $70,124+151.1% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 17.00% | 530.19%-513.2pp | 176.29%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $10,135 | $2,471+310.1% | $3,680+175.4% | $2,342+332.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,609 | $3,841+540.7% | $5,194+373.8% | $4,645+429.7% |