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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 | $102,082 | $175,259-41.8% | $149,723-31.8% | $139,487-26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.66% | 166.82%-130.2pp | 134.50%-97.8pp | 373.84%-337.2pp |
| Employer contribution / active EE | $15,107 | $5,478+175.8% | $4,821+213.3% | $4,755+217.7% |
| Participant deferral / active EE | $565 | $6,522-91.3% | $5,682-90.1% | $6,713-91.6% |
| Admin fee / account holder | $973 | $16,158-94.0% | $13,215-92.6% | $11,407-91.5% |