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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 | $193,597 | $176,120+9.9% | $159,487+21.4% | $167,553+15.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.63% | 331.95%-315.3pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $3,570 | $5,299-32.6% | $4,831-26.1% | $4,840-26.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $227,895 | $12,561+1714.3% | $10,804+2009.4% | $12,316+1750.3% |