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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 | $195,658 | $73,988+164.4% | $96,538+102.7% | $75,177+160.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 277.25% | 26.73%+250.5pp | 35.74%+241.5pp | 160.75%+116.5pp |
| Employer contribution / active EE | $4,318 | $2,930+47.3% | $3,740+15.4% | $2,671+61.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,372 | $5,220-73.7% | $6,737-79.6% | $5,651-75.7% |