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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 | $216,065 | $175,259+23.3% | $149,723+44.3% | $139,487+54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 166.82%-155.1pp | 134.50%-122.8pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,582 | $5,478-71.1% | $4,821-67.2% | $4,755-66.7% |
| Participant deferral / active EE | $1,820 | $6,522-72.1% | $5,682-68.0% | $6,713-72.9% |
| Admin fee / account holder | $3,300 | $16,158-79.6% | $13,215-75.0% | $11,407-71.1% |