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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 | $181,660 | $171,492+5.9% | $150,734+20.5% | $198,609-8.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.62% | 804.70%-792.1pp | 600.81%-588.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $6,545 | $5,470+19.7% | $4,918+33.1% | $5,055+29.5% |
| Participant deferral / active EE | $1,000 | $6,259-84.0% | $5,610-82.2% | $6,977-85.7% |
| Admin fee / account holder | $1,203 | $17,628-93.2% | $14,905-91.9% | $19,030-93.7% |