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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 | $154,681 | $180,459-14.3% | $154,108+0.4% | $135,380+14.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.62% | 888.21%-881.6pp | 735.21%-728.6pp | 519.81%-513.2pp |
| Employer contribution / active EE | $12,526 | $6,035+107.6% | $5,298+136.5% | $4,779+162.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,385 | $16,145-72.8% | $13,411-67.3% | $10,828-59.5% |