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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 | $118,149 | $63,342+86.5% | $92,236+28.1% | $70,131+68.5% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 15.39% | 530.15%-514.8pp | 176.29%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $22,815 | $2,471+823.2% | $3,679+520.1% | $2,342+874.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,979 | $3,840+159.8% | $5,194+92.1% | $4,645+114.8% |