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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 | $200,573 | $198,457+1.1% | $170,435+17.7% | $147,586+35.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.30%-243.9pp | 205.94%-192.6pp | 578.59%-565.2pp |
| Employer contribution / active EE | $6,838 | $6,183+10.6% | $5,432+25.9% | $4,876+40.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,355 | $16,852-26.7% | $13,881-11.0% | $10,886+13.5% |