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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 | $221,221 | $226,135-2.2% | $182,558+21.2% | $152,909+44.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.23% | 192.60%-179.4pp | 148.59%-135.4pp | 345.46%-332.2pp |
| Employer contribution / active EE | $2,250 | $4,979-54.8% | $4,076-44.8% | $4,764-52.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,534 | $10,707-20.3% | $8,594-0.7% | $11,601-26.4% |