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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 | $181,824 | $196,972-7.7% | $182,262-0.2% | $198,609-8.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.94% | 158.27%-149.3pp | 140.60%-131.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $10,942 | $5,364+104.0% | $5,046+116.9% | $5,055+116.4% |
| Participant deferral / active EE | $1,480 | $8,643-82.9% | $8,276-82.1% | $6,977-78.8% |
| Admin fee / account holder | $50,113 | $18,429+171.9% | $16,712+199.9% | $19,030+163.3% |