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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 | $199,624 | $94,529+111.2% | $140,019+42.6% | $64,173+211.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 6.18% | 7.77%-1.6pp | 651.15%-645.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $9,648 | $3,812+153.1% | $5,605+72.1% | $2,381+305.3% |
| Participant deferral / active EE | $1,143 | $5,250-78.2% | $6,927-83.5% | $3,470-67.1% |
| Admin fee / account holder | $21,766 | $6,741+222.9% | $10,705+103.3% | $4,887+345.3% |