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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 | $239,331 | $77,472+208.9% | $100,415+138.3% | $80,959+195.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 120.60% | 37.26%+83.3pp | 49.47%+71.1pp | 35.67%+84.9pp |
| Employer contribution / active EE | $20,144 | $2,800+619.3% | $3,943+410.9% | $2,757+630.6% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,741 | $5,885-19.4% | $7,906-40.0% | $6,925-31.5% |