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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 | $164,869 | $167,353-1.5% | $143,797+14.7% | $134,545+22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 85.23% | 0.48%+84.7pp | -0.04%+85.3pp | 418.37%-333.1pp |
| Employer contribution / active EE | $21,078 | $5,620+275.0% | $4,952+325.6% | $4,742+344.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $935 | $18,096-94.8% | $14,679-93.6% | $11,431-91.8% |