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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 | $150,949 | $175,231-13.9% | $149,696+0.8% | $139,466+8.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.82% | 166.77%-153.0pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $14,837 | $5,478+170.8% | $4,821+207.8% | $4,754+212.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,135 | $16,155-93.0% | $13,212-91.4% | $11,409-90.1% |