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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 | $237,116 | $202,463+17.1% | $169,397+40.0% | $139,487+70.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 532.64%-514.8pp | 406.23%-388.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $16,671 | $4,694+255.2% | $4,013+315.4% | $4,755+250.6% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,202 | $10,726-88.8% | $9,017-86.7% | $11,407-89.5% |