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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 | $168,410 | $160,070+5.2% | $147,117+14.5% | $145,897+15.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.75% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $10,716 | $5,285+102.8% | $4,932+117.3% | $4,663+129.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,153 | $15,035-85.7% | $12,993-83.4% | $13,390-83.9% |