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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 | $235,258 | $209,425+12.3% | $178,499+31.8% | $158,966+48.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.29% | 188.80%-159.5pp | 151.10%-121.8pp | 302.95%-273.7pp |
| Employer contribution / active EE | $1,177 | $5,707-79.4% | $5,011-76.5% | $4,762-75.3% |
| Participant deferral / active EE | $1,685 | $5,955-71.7% | $5,202-67.6% | $5,983-71.8% |
| Admin fee / account holder | $2,629 | $17,078-84.6% | $13,986-81.2% | $11,250-76.6% |