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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 | $198,983 | $217,432-8.5% | $185,849+7.1% | $167,536+18.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.72% | 148.42%-138.7pp | 122.10%-112.4pp | 478.82%-469.1pp |
| Employer contribution / active EE | $16,800 | $5,875+186.0% | $5,169+225.0% | $4,839+247.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,201 | $19,818-93.9% | $16,244-92.6% | $12,315-90.2% |