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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 | $207,146 | $183,978+12.6% | $162,171+27.7% | $152,885+35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.81% | 150.78%-134.0pp | 115.60%-98.8pp | 345.39%-328.6pp |
| Employer contribution / active EE | $7,750 | $6,370+21.7% | $5,613+38.1% | $4,763+62.7% |
| Participant deferral / active EE | $125 | $8,033-98.4% | $7,297-98.3% | $5,851-97.9% |
| Admin fee / account holder | $11,089 | $13,122-15.5% | $10,843+2.3% | $11,598-4.4% |