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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 | $160,620 | $165,381-2.9% | $149,730+7.3% | $158,966+1.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.87% | 348.29%-339.4pp | 276.70%-267.8pp | 302.95%-294.1pp |
| Employer contribution / active EE | $32,015 | $5,104+527.2% | $4,645+589.2% | $4,762+572.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $896 | $10,809-91.7% | $9,310-90.4% | $11,250-92.0% |