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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 | $212,710 | $171,492+24.0% | $150,734+41.1% | $198,609+7.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.99% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $11,644 | $5,470+112.9% | $4,918+136.7% | $5,055+130.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,811 | $17,628-89.7% | $14,905-87.8% | $19,030-90.5% |