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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 | $201,715 | $209,422-3.7% | $178,503+13.0% | $158,982+26.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.52% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $6,119 | $5,707+7.2% | $5,011+22.1% | $4,763+28.5% |
| Participant deferral / active EE | $1,370 | $5,955-77.0% | $5,202-73.7% | $5,983-77.1% |
| Admin fee / account holder | $3,324 | $17,079-80.5% | $13,987-76.2% | $11,252-70.5% |