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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 | $166,773 | $217,432-23.3% | $185,849-10.3% | $167,536-0.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.84% | 148.42%-129.6pp | 122.10%-103.3pp | 478.82%-460.0pp |
| Employer contribution / active EE | $21,868 | $5,875+272.3% | $5,169+323.1% | $4,839+351.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,839 | $19,818-85.7% | $16,244-82.5% | $12,315-76.9% |