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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 | $14,835 | $138,114-89.3% | $125,391-88.2% | $134,545-89.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 79.81% | 750.88%-671.1pp | 572.41%-492.6pp | 418.37%-338.6pp |
| Employer contribution / active EE | $4,937 | $5,246-5.9% | $4,816+2.5% | $4,742+4.1% |
| Participant deferral / active EE | $1,425 | $7,801-81.7% | $7,448-80.9% | $6,401-77.7% |
| Admin fee / account holder | $548 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |