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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 | $163,808 | $160,040+2.4% | $147,096+11.4% | $145,877+12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $16,667 | $5,289+215.1% | $4,936+237.7% | $4,663+257.4% |
| Participant deferral / active EE | $1,171 | $8,429-86.1% | $8,071-85.5% | $6,691-82.5% |
| Admin fee / account holder | $1,220 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |