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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 | $190,522 | $209,422-9.0% | $178,503+6.7% | $158,982+19.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.82% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $10,160 | $5,707+78.0% | $5,011+102.7% | $4,763+113.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,082 | $17,079+76.1% | $13,987+115.1% | $11,252+167.4% |