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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 | $91,826 | $175,257-47.6% | $149,717-38.7% | $139,456-34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 47.74% | 166.70%-119.0pp | 134.41%-86.7pp | 373.45%-325.7pp |
| Employer contribution / active EE | $1,429 | $5,477-73.9% | $4,820-70.4% | $4,753-69.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $14,032 | $16,156-13.1% | $13,213+6.2% | $11,407+23.0% |