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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 | $119,331 | $85,766+39.1% | $136,298-12.4% | $70,126+70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 1562.39% | 31.46%+1530.9pp | 5156.27%-3593.9pp | 73.15%+1489.2pp |
| Employer contribution / active EE | $15,042 | $2,966+407.1% | $4,696+220.3% | $2,343+542.1% |
| Participant deferral / active EE | $648 | $5,051-87.2% | $6,247-89.6% | $3,332-80.6% |
| Admin fee / account holder | $1,456 | $5,421-73.1% | $9,244-84.2% | $4,645-68.7% |