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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 | $100,641 | $198,461-49.3% | $170,436-41.0% | $147,585-31.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.28% | 257.30%-247.0pp | 205.94%-195.7pp | 578.57%-568.3pp |
| Employer contribution / active EE | $7,641 | $6,184+23.6% | $5,433+40.7% | $4,876+56.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38,866 | $16,852+130.6% | $13,880+180.0% | $10,885+257.0% |