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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 | $90,090 | $209,888-57.1% | $189,545-52.5% | $167,553-46.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 37.75% | 748.66%-710.9pp | 555.36%-517.6pp | 478.89%-441.1pp |
| Employer contribution / active EE | $8,986 | $6,915+29.9% | $6,162+45.8% | $4,840+85.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $415 | $14,300-97.1% | $12,049-96.6% | $12,316-96.6% |