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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 | $188,806 | $105,210+79.5% | $159,487+18.4% | $85,851+119.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 54.31% | 45.08%+9.2pp | 263.71%-209.4pp | 318.63%-264.3pp |
| Employer contribution / active EE | $12,223 | $3,319+268.3% | $4,831+153.0% | $2,565+376.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,948 | $6,934-43.1% | $10,804-63.5% | $6,261-36.9% |