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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 | $158,045 | $89,370+76.8% | $141,197+11.9% | $72,976+116.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.28% | 111.88%-91.6pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $11,170 | $3,115+258.6% | $4,736+135.8% | $2,440+357.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $32,284 | $5,957+442.0% | $10,265+214.5% | $5,124+530.0% |