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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 | $212,386-88.0% | $199,883-87.3% | $138,895-81.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 270.49% | 47.75%+222.7pp | 43.81%+226.7pp | 145.39%+125.1pp |
| Employer contribution / active EE | $17,250 | $6,625+160.4% | $6,261+175.5% | $4,194+311.3% |
| Participant deferral / active EE | $2,787 | $9,617-71.0% | $9,138-69.5% | $6,396-56.4% |
| Admin fee / account holder | $1,101 | $18,233-94.0% | $17,268-93.6% | $12,562-91.2% |