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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 | $114,309 | $85,766+33.3% | $136,298-16.1% | $70,126+63.0% |
| Participation rate | 97.9% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 38.14% | 31.46%+6.7pp | 5156.27%-5118.1pp | 73.15%-35.0pp |
| Employer contribution / active EE | $13,363 | $2,966+350.5% | $4,696+184.6% | $2,343+470.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $877 | $5,421-83.8% | $9,244-90.5% | $4,645-81.1% |