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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 | $183,321 | $217,432-15.7% | $185,851-1.4% | $167,553+9.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 52.00% | 148.43%-96.4pp | 122.11%-70.1pp | 478.89%-426.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $888 | $6,357-86.0% | $5,569-84.1% | $6,343-86.0% |
| Admin fee / account holder | $23,865 | $19,820+20.4% | $16,245+46.9% | $12,316+93.8% |