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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 | $209,521 | $160,070+30.9% | $147,117+42.4% | $145,897+43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $12,883 | $5,285+143.8% | $4,932+161.2% | $4,663+176.3% |
| Participant deferral / active EE | $2,457 | $8,419-70.8% | $8,065-69.5% | $6,689-63.3% |
| Admin fee / account holder | $947 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |