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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 | $66,006 | $202,342-67.4% | $172,753-61.8% | $152,909-56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.36% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $8,550 | $5,857+46.0% | $5,144+66.2% | $4,764+79.5% |
| Participant deferral / active EE | $1,800 | $5,948-69.7% | $5,198-65.4% | $5,851-69.2% |
| Admin fee / account holder | $650 | $17,112-96.2% | $13,956-95.3% | $11,601-94.4% |