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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 | $104,270 | $56,287+85.2% | $80,977+28.8% | $62,881+65.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 59.14% | 22.13%+37.0pp | 17.11%+42.0pp | 20.14%+39.0pp |
| Employer contribution / active EE | $15,873 | $1,943+717.0% | $3,715+327.3% | $2,281+595.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,633 | $3,742+157.4% | $5,517+74.6% | $4,296+124.3% |