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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 | $237,028 | $160,028+48.1% | $147,080+61.2% | $145,884+62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.84% | 98.60%-77.8pp | 420.17%-399.3pp | 551.85%-531.0pp |
| Employer contribution / active EE | $33,000 | $5,286+524.3% | $4,933+568.9% | $4,662+607.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,122 | $15,030-92.5% | $12,989-91.4% | $13,392-91.6% |