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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 | $76,878 | $209,888-63.4% | $189,545-59.4% | $167,553-54.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 748.66%-733.9pp | 555.36%-540.6pp | 478.89%-464.1pp |
| Employer contribution / active EE | $25,000 | $6,915+261.5% | $6,162+305.7% | $4,840+416.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $439 | $14,300-96.9% | $12,049-96.4% | $12,316-96.4% |