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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 | $239,403 | $209,425+14.3% | $178,499+34.1% | $158,966+50.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.31% | 188.80%-181.5pp | 151.10%-143.8pp | 302.95%-295.6pp |
| Employer contribution / active EE | $18,428 | $5,707+222.9% | $5,011+267.7% | $4,762+286.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,015 | $17,078+40.6% | $13,986+71.7% | $11,250+113.5% |