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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 | $141,954 | $202,342-29.8% | $172,753-17.8% | $152,909-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $6,929 | $5,857+18.3% | $5,144+34.7% | $4,764+45.4% |
| Participant deferral / active EE | $99 | $5,948-98.3% | $5,198-98.1% | $5,851-98.3% |
| Admin fee / account holder | $4,622 | $17,112-73.0% | $13,956-66.9% | $11,601-60.2% |