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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 | $192,372 | $196,972-2.3% | $182,262+5.5% | $198,609-3.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.98% | 158.27%-149.3pp | 140.60%-131.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $18,464 | $5,364+244.3% | $5,046+265.9% | $5,055+265.2% |
| Participant deferral / active EE | $1,677 | $8,643-80.6% | $8,276-79.7% | $6,977-76.0% |
| Admin fee / account holder | $511,294 | $18,429+2674.5% | $16,712+2959.5% | $19,030+2586.7% |