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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 | $184,496 | $171,492+7.6% | $150,734+22.4% | $198,609-7.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.64% | 804.70%-790.1pp | 600.81%-586.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $11,643 | $5,470+112.8% | $4,918+136.7% | $5,055+130.3% |
| Participant deferral / active EE | $1,896 | $6,259-69.7% | $5,610-66.2% | $6,977-72.8% |
| Admin fee / account holder | $12,581 | $17,628-28.6% | $14,905-15.6% | $19,030-33.9% |