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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 | $212,085 | $209,874+1.1% | $189,537+11.9% | $167,536+26.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.81% | 748.61%-737.8pp | 555.34%-544.5pp | 478.82%-468.0pp |
| Employer contribution / active EE | $6,667 | $6,913-3.6% | $6,161+8.2% | $4,839+37.8% |
| Participant deferral / active EE | $1,083 | $8,934-87.9% | $8,220-86.8% | $6,342-82.9% |
| Admin fee / account holder | $7,143 | $14,299-50.0% | $12,048-40.7% | $12,315-42.0% |