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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 | $176,749 | $175,212+0.9% | $149,682+18.1% | $139,427+26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.85% | 166.63%-136.8pp | 134.35%-104.5pp | 373.27%-343.4pp |
| Employer contribution / active EE | $10,943 | $5,475+99.9% | $4,818+127.1% | $4,752+130.3% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $922 | $16,150-94.3% | $13,210-93.0% | $11,404-91.9% |