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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 | $236,256 | $202,345+16.8% | $172,755+36.8% | $152,885+54.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.67% | 1029.77%-1014.1pp | 802.94%-787.3pp | 345.39%-329.7pp |
| Employer contribution / active EE | $5,593 | $5,858-4.5% | $5,144+8.7% | $4,763+17.4% |
| Participant deferral / active EE | $545 | $5,948-90.8% | $5,198-89.5% | $5,851-90.7% |
| Admin fee / account holder | $5,310 | $17,111-69.0% | $13,955-62.0% | $11,598-54.2% |