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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 | $171,935 | $160,059+7.4% | $140,019+22.8% | $135,380+27.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 17.67% | 911.48%-893.8pp | 651.17%-633.5pp | 519.81%-502.1pp |
| Employer contribution / active EE | $6,711 | $6,420+4.5% | $5,605+19.7% | $4,779+40.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $520 | $13,328-96.1% | $10,705-95.1% | $10,828-95.2% |