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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 | $37,878 | $184,000-79.4% | $162,185-76.6% | $152,909-75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.67% | 150.80%-127.1pp | 115.61%-91.9pp | 345.46%-321.8pp |
| Employer contribution / active EE | $6,636 | $6,370+4.2% | $5,613+18.2% | $4,764+39.3% |
| Participant deferral / active EE | $1,800 | $8,033-77.6% | $7,297-75.3% | $5,851-69.2% |
| Admin fee / account holder | $21,005 | $13,124+60.1% | $10,844+93.7% | $11,601+81.1% |