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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 | $217,681 | $184,000+18.3% | $162,185+34.2% | $152,909+42.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.26% | 150.80%-120.5pp | 115.61%-85.4pp | 345.46%-315.2pp |
| Employer contribution / active EE | $19,855 | $6,370+211.7% | $5,613+253.7% | $4,764+316.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,263 | $13,124-75.1% | $10,844-69.9% | $11,601-71.9% |