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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 | $98,182 | $202,342-51.5% | $172,753-43.2% | $152,909-35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.19% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $6,533 | $5,857+11.5% | $5,144+27.0% | $4,764+37.1% |
| Participant deferral / active EE | $1,868 | $5,948-68.6% | $5,198-64.1% | $5,851-68.1% |
| Admin fee / account holder | $8,046 | $17,112-53.0% | $13,956-42.3% | $11,601-30.6% |