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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 | $156,418 | $165,381-5.4% | $149,730+4.5% | $158,966-1.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.99% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $9,211 | $5,104+80.5% | $4,645+98.3% | $4,762+93.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,087 | $10,809-80.7% | $9,310-77.6% | $11,250-81.4% |