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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 | $179,939 | $171,492+4.9% | $150,734+19.4% | $198,609-9.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.19% | 804.70%-796.5pp | 600.81%-592.6pp | 202.70%-194.5pp |
| Employer contribution / active EE | $21,429 | $5,470+291.7% | $4,918+335.7% | $5,055+323.9% |
| Participant deferral / active EE | $2,229 | $6,259-64.4% | $5,610-60.3% | $6,977-68.1% |
| Admin fee / account holder | $525 | $17,628-97.0% | $14,905-96.5% | $19,030-97.2% |