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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 | $192,271 | $115,814+66.0% | $101,275+89.9% | $158,982+20.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 236.31% | 56.16%+180.2pp | 46.48%+189.8pp | 302.99%-66.7pp |
| Employer contribution / active EE | $17,140 | $4,176+310.5% | $3,660+368.3% | $4,763+259.9% |
| Participant deferral / active EE | $9 | $4,958-99.8% | $4,371-99.8% | $5,983-99.8% |
| Admin fee / account holder | $10,611 | $7,249+46.4% | $5,948+78.4% | $11,252-5.7% |