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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 | $235,262 | $176,120+33.6% | $159,487+47.5% | $167,553+40.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.61% | 331.95%-316.3pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $7,538 | $5,299+42.2% | $4,831+56.0% | $4,840+55.7% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,668 | $12,561-46.9% | $10,804-38.3% | $12,316-45.9% |