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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 | $182,602 | $226,105-19.2% | $182,5400% | $152,897+19.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.34% | 192.58%-166.2pp | 148.58%-122.2pp | 345.43%-319.1pp |
| Employer contribution / active EE | $10,054 | $4,978+102.0% | $4,076+146.7% | $4,764+111.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,012 | $10,706-71.9% | $8,593-64.9% | $11,599-74.0% |