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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 | $160,040+30.9% | $147,096+42.4% | $145,877+43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $12,883 | $5,289+143.6% | $4,936+161.0% | $4,663+176.3% |
| Participant deferral / active EE | $2,457 | $8,429-70.8% | $8,071-69.6% | $6,691-63.3% |
| Admin fee / account holder | $947 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |