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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 | $169,626 | $183,988-7.8% | $162,177+4.6% | $152,897+10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.44% | 150.79%-130.3pp | 115.60%-95.2pp | 345.43%-325.0pp |
| Employer contribution / active EE | $10,367 | $6,370+62.8% | $5,613+84.7% | $4,764+117.6% |
| Participant deferral / active EE | $667 | $8,032-91.7% | $7,297-90.9% | $5,851-88.6% |
| Admin fee / account holder | $4,027 | $13,123-69.3% | $10,843-62.9% | $11,599-65.3% |