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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 | $125,906 | $198,462-36.6% | $170,439-26.1% | $147,585-14.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.55% | 257.30%-241.7pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $15,363 | $6,184+148.5% | $5,433+182.8% | $4,876+215.1% |
| Participant deferral / active EE | $1,248 | $5,629-77.8% | $4,939-74.7% | $5,439-77.1% |
| Admin fee / account holder | $1,824 | $16,852-89.2% | $13,881-86.9% | $10,886-83.2% |