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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 | $171,568 | $160,040+7.2% | $147,096+16.6% | $145,877+17.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.21% | 98.49%-79.3pp | 419.75%-400.5pp | 551.28%-532.1pp |
| Employer contribution / active EE | $32,875 | $5,289+521.5% | $4,936+566.0% | $4,663+605.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,520 | $15,050+9.8% | $13,005+27.0% | $13,402+23.3% |