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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 | $152,860 | $184,000-16.9% | $162,185-5.7% | $152,9090% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.05% | 150.80%-130.7pp | 115.61%-95.6pp | 345.46%-325.4pp |
| Employer contribution / active EE | $9,943 | $6,370+56.1% | $5,613+77.1% | $4,764+108.7% |
| Participant deferral / active EE | $2,826 | $8,033-64.8% | $7,297-61.3% | $5,851-51.7% |
| Admin fee / account holder | $11,217 | $13,124-14.5% | $10,844+3.4% | $11,601-3.3% |