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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 | $125,230 | $110,379+13.5% | $102,412+22.3% | $145,884-14.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 260.80% | 24.84%+236.0pp | 24.94%+235.9pp | 551.85%-291.0pp |
| Employer contribution / active EE | $6,550 | $4,216+55.4% | $3,870+69.3% | $4,662+40.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $680 | $9,745-93.0% | $8,388-91.9% | $13,392-94.9% |