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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 | $153,974 | $175,259-12.1% | $149,723+2.8% | $139,487+10.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.97% | 166.82%-146.9pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $20,322 | $5,478+271.0% | $4,821+321.5% | $4,755+327.4% |
| Participant deferral / active EE | $902 | $6,522-86.2% | $5,682-84.1% | $6,713-86.6% |
| Admin fee / account holder | $1,178 | $16,158-92.7% | $13,215-91.1% | $11,407-89.7% |