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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 | $195,849 | $118,877+64.7% | $96,570+102.8% | $167,536+16.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.14% | 50.50%-31.4pp | 37.79%-18.7pp | 478.82%-459.7pp |
| Employer contribution / active EE | $4,204 | $3,121+34.7% | $2,357+78.3% | $4,839-13.1% |
| Participant deferral / active EE | $335 | $4,617-92.7% | $3,849-91.3% | $6,342-94.7% |
| Admin fee / account holder | $349 | $8,069-95.7% | $6,182-94.4% | $12,315-97.2% |