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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 | $148,450 | $144,130+3.0% | $117,860+26.0% | $147,585+0.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.65% | 531.20%-521.5pp | 335.10%-325.4pp | 578.58%-568.9pp |
| Employer contribution / active EE | $19,976 | $4,897+307.9% | $3,786+427.6% | $4,876+309.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $840 | $10,887-92.3% | $8,021-89.5% | $10,886-92.3% |