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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 | $137,607 | $198,462-30.7% | $170,439-19.3% | $147,585-6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.77% | 257.30%-234.5pp | 205.94%-183.2pp | 578.58%-555.8pp |
| Employer contribution / active EE | $8,306 | $6,184+34.3% | $5,433+52.9% | $4,876+70.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,498 | $16,852-85.2% | $13,881-82.0% | $10,886-77.1% |