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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 | $209,507 | $226,135-7.4% | $182,558+14.8% | $152,909+37.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.07% | 192.60%-175.5pp | 148.59%-131.5pp | 345.46%-328.4pp |
| Employer contribution / active EE | $7,143 | $4,979+43.5% | $4,076+75.2% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,529 | $10,707-11.0% | $8,594+10.9% | $11,601-17.9% |