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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 | $52,394 | $209,888-75.0% | $189,545-72.4% | $167,553-68.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 748.66%-734.0pp | 555.36%-540.7pp | 478.89%-464.2pp |
| Employer contribution / active EE | $2,123 | $6,915-69.3% | $6,162-65.5% | $4,840-56.1% |
| Participant deferral / active EE | $3,011 | $8,934-66.3% | $8,220-63.4% | $6,343-52.5% |
| Admin fee / account holder | $21,643 | $14,300+51.3% | $12,049+79.6% | $12,316+75.7% |