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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 | $140,511 | $138,076+1.8% | $123,553+13.7% | $135,380+3.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.51% | 153.70%-147.2pp | 119.21%-112.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $12,860 | $5,152+149.6% | $4,628+177.9% | $4,779+169.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,584 | $10,917-85.5% | $9,284-82.9% | $10,828-85.4% |