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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 | $226,019 | $160,028+41.2% | $147,080+53.7% | $145,884+54.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.92% | 98.60%-87.7pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $18,889 | $5,286+257.4% | $4,933+282.9% | $4,662+305.1% |
| Participant deferral / active EE | $1,996 | $8,422-76.3% | $8,066-75.3% | $6,690-70.2% |
| Admin fee / account holder | $54,572 | $15,030+263.1% | $12,989+320.1% | $13,392+307.5% |