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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 | $113,171 | $209,428-46.0% | $178,498-36.6% | $158,950-28.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.42% | 188.78%-164.4pp | 151.09%-126.7pp | 302.91%-278.5pp |
| Employer contribution / active EE | $7,033 | $5,707+23.2% | $5,011+40.3% | $4,762+47.7% |
| Participant deferral / active EE | $34 | $5,955-99.4% | $5,202-99.4% | $5,983-99.4% |
| Admin fee / account holder | $47,118 | $17,077+175.9% | $13,985+236.9% | $11,248+318.9% |