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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 | $25,401 | $209,336-87.9% | $197,124-87.1% | $137,256-81.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 270.49% | 48.09%+222.4pp | 44.34%+226.1pp | 220.34%+50.2pp |
| Employer contribution / active EE | $17,250 | $6,591+161.7% | $6,227+177.0% | $4,156+315.1% |
| Participant deferral / active EE | $2,787 | $9,614-71.0% | $9,135-69.5% | $6,407-56.5% |
| Admin fee / account holder | $1,101 | $17,308-93.6% | $16,298-93.2% | $12,270-91.0% |