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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 | $184,374 | $175,259+5.2% | $149,723+23.1% | $139,487+32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.54% | 166.82%-131.3pp | 134.50%-99.0pp | 373.84%-338.3pp |
| Employer contribution / active EE | $16,779 | $5,478+206.3% | $4,821+248.0% | $4,755+252.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,329 | $16,158-91.8% | $13,215-89.9% | $11,407-88.4% |