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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 | $154,689 | $107,368+44.1% | $92,915+66.5% | $152,909+1.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.44% | 145.64%-123.2pp | 109.45%-87.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $9,441 | $4,222+123.6% | $3,653+158.4% | $4,764+98.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $34,203 | $7,082+382.9% | $5,796+490.1% | $11,601+194.8% |