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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 | $190,012 | $138,072+37.6% | $123,549+53.8% | $135,382+40.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.55% | 153.69%-141.1pp | 119.20%-106.6pp | 519.77%-507.2pp |
| Employer contribution / active EE | $7,241 | $5,152+40.6% | $4,628+56.5% | $4,779+51.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,664 | $10,917+135.1% | $9,284+176.4% | $10,829+137.0% |