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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 | $211,382 | $176,105+20.0% | $159,474+32.6% | $167,536+26.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.19% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $12,986 | $5,299+145.1% | $4,831+168.8% | $4,839+168.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,829 | $12,559-61.5% | $10,802-55.3% | $12,315-60.8% |