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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 | $227,618 | $217,432+4.7% | $185,851+22.5% | $167,553+35.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.66% | 148.43%-129.8pp | 122.11%-103.5pp | 478.89%-460.2pp |
| Employer contribution / active EE | $12,388 | $5,874+110.9% | $5,168+139.7% | $4,840+156.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,729 | $19,820-35.8% | $16,245-21.6% | $12,316+3.3% |