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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 | $98,526 | $209,405-52.9% | $178,486-44.8% | $158,931-38.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.78% | 188.77%-159.0pp | 151.08%-121.3pp | 302.86%-273.1pp |
| Employer contribution / active EE | $12,000 | $5,707+110.3% | $5,011+139.5% | $4,761+152.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,659 | $17,076-61.0% | $13,985-52.4% | $11,247-40.8% |