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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 | $159,137 | $196,972-19.2% | $182,262-12.7% | $198,609-19.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.26% | 158.27%-147.0pp | 140.60%-129.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $25,039 | $5,364+366.8% | $5,046+396.2% | $5,055+395.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,224 | $18,429-93.4% | $16,712-92.7% | $19,030-93.6% |