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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 | $219,292 | $198,457+10.5% | $170,435+28.7% | $147,586+48.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 12.93% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $22,440 | $6,183+262.9% | $5,432+313.1% | $4,876+360.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55,897 | $16,852+231.7% | $13,881+302.7% | $10,886+413.5% |