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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 | $211,509 | $202,345+4.5% | $172,755+22.4% | $152,885+38.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.13% | 1029.77%-1012.6pp | 802.94%-785.8pp | 345.39%-328.3pp |
| Employer contribution / active EE | $3,851 | $5,858-34.3% | $5,144-25.1% | $4,763-19.1% |
| Participant deferral / active EE | $1,973 | $5,948-66.8% | $5,198-62.0% | $5,851-66.3% |
| Admin fee / account holder | $26,470 | $17,111+54.7% | $13,955+89.7% | $11,598+128.2% |