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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 | $77,460+209.0% | $100,378+138.4% | $80,925+195.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 120.60% | 37.24%+83.4pp | 49.41%+71.2pp | 35.65%+85.0pp |
| Employer contribution / active EE | $20,144 | $2,801+619.1% | $3,942+411.0% | $2,756+630.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,741 | $5,887-19.5% | $7,899-40.0% | $6,940-31.7% |