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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 | $209,531 | $198,462+5.6% | $170,439+22.9% | $147,585+42.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.51% | 257.30%-244.8pp | 205.94%-193.4pp | 578.58%-566.1pp |
| Employer contribution / active EE | $12,500 | $6,184+102.1% | $5,433+130.1% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,029 | $16,852-93.9% | $13,881-92.6% | $10,886-90.5% |