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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 | $50,947 | $209,405-75.7% | $178,486-71.5% | $158,931-67.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.16% | 188.77%-163.6pp | 151.08%-125.9pp | 302.86%-277.7pp |
| Employer contribution / active EE | $13,746 | $5,707+140.9% | $5,011+174.3% | $4,761+188.7% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,998 | $17,076-59.0% | $13,985-50.0% | $11,247-37.8% |