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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 | $25,977 | $226,135-88.5% | $182,558-85.8% | $152,909-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.88% | 192.60%-163.7pp | 148.59%-119.7pp | 345.46%-316.6pp |
| Employer contribution / active EE | $4,275 | $4,979-14.2% | $4,076+4.9% | $4,764-10.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $312 | $10,707-97.1% | $8,594-96.4% | $11,601-97.3% |