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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 | $179,542 | $99,994+79.6% | $146,643+22.4% | $85,847+109.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 68.77% | 18.93%+49.8pp | 22.75%+46.0pp | 318.61%-249.8pp |
| Employer contribution / active EE | $15,164 | $2,559+492.6% | $4,137+266.6% | $2,565+491.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,351 | $7,703-30.5% | $10,280-48.0% | $6,261-14.5% |