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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 | $108,629 | $202,345-46.3% | $172,755-37.1% | $152,885-28.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.17% | 1029.77%-1014.6pp | 802.94%-787.8pp | 345.39%-330.2pp |
| Employer contribution / active EE | $15,214 | $5,858+159.7% | $5,144+195.7% | $4,763+219.4% |
| Participant deferral / active EE | $834 | $5,948-86.0% | $5,198-84.0% | $5,851-85.7% |
| Admin fee / account holder | $862 | $17,111-95.0% | $13,955-93.8% | $11,598-92.6% |