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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 | $161,680 | $209,874-23.0% | $189,537-14.7% | $167,536-3.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.41% | 748.61%-736.2pp | 555.34%-542.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $25,245 | $6,913+265.2% | $6,161+309.8% | $4,839+421.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,435 | $14,299-90.0% | $12,048-88.1% | $12,315-88.3% |