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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 | $199,624 | $198,457+0.6% | $170,435+17.1% | $147,586+35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.72% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $15,234 | $6,183+146.4% | $5,432+180.4% | $4,876+212.4% |
| Participant deferral / active EE | $352 | $5,629-93.7% | $4,939-92.9% | $5,439-93.5% |
| Admin fee / account holder | $46,180 | $16,852+174.0% | $13,881+232.7% | $10,886+324.2% |