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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 | $103,850 | $226,090-54.1% | $182,531-43.1% | $152,885-32.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.95% | 192.57%-168.6pp | 148.57%-124.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $19,902 | $4,978+299.8% | $4,075+388.3% | $4,763+317.8% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $599 | $10,705-94.4% | $8,593-93.0% | $11,598-94.8% |