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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 | $235,277 | $226,135+4.0% | $182,558+28.9% | $152,909+53.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.48% | 192.60%-170.1pp | 148.59%-126.1pp | 345.46%-323.0pp |
| Employer contribution / active EE | $5,084 | $4,979+2.1% | $4,076+24.7% | $4,764+6.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,016 | $10,707+86.9% | $8,594+132.9% | $11,601+72.5% |