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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 | $140,752 | $58,391+141.1% | $76,667+83.6% | $72,976+92.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.86% | 2306.65%-2286.8pp | 1166.74%-1146.9pp | 81.02%-61.2pp |
| Employer contribution / active EE | $6,762 | $1,787+278.5% | $2,303+193.6% | $2,440+177.1% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,270 | $4,014+31.3% | $6,423-18.0% | $5,124+2.8% |