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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 | $165,877 | $144,130+15.1% | $117,861+40.7% | $147,586+12.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.43% | 531.20%-519.8pp | 335.11%-323.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $10,417 | $4,897+112.7% | $3,786+175.1% | $4,876+113.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,647 | $10,887+126.4% | $8,021+207.3% | $10,886+126.4% |