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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 | $164,354 | $108,897+50.9% | $100,378+63.7% | $145,877+12.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.90% | 58.17%-33.3pp | 49.41%-24.5pp | 551.28%-526.4pp |
| Employer contribution / active EE | $16,250 | $4,420+267.6% | $3,942+312.2% | $4,663+248.5% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $647 | $9,690-93.3% | $7,899-91.8% | $13,402-95.2% |