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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 | $81,426 | $184,000-55.7% | $162,185-49.8% | $152,909-46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.47% | 150.80%-135.3pp | 115.61%-100.1pp | 345.46%-330.0pp |
| Employer contribution / active EE | $4,489 | $6,370-29.5% | $5,613-20.0% | $4,764-5.8% |
| Participant deferral / active EE | $987 | $8,033-87.7% | $7,297-86.5% | $5,851-83.1% |
| Admin fee / account holder | $9,696 | $13,124-26.1% | $10,844-10.6% | $11,601-16.4% |