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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 | $220,118 | $157,276+40.0% | $141,177+55.9% | $152,885+44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.97% | 64.33%-34.4pp | 71.40%-41.4pp | 345.39%-315.4pp |
| Employer contribution / active EE | $45,000 | $5,262+755.2% | $4,736+850.3% | $4,763+844.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,349 | $12,123+43.1% | $10,263+69.0% | $11,598+49.6% |