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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 | $199,721 | $202,345-1.3% | $172,755+15.6% | $152,885+30.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.25% | 1029.77%-1016.5pp | 802.94%-789.7pp | 345.39%-332.1pp |
| Employer contribution / active EE | $10,095 | $5,858+72.3% | $5,144+96.2% | $4,763+111.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,466 | $17,111-85.6% | $13,955-82.3% | $11,598-78.7% |