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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 | $92,117 | $202,342-54.5% | $172,753-46.7% | $152,909-39.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.39% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $13,689 | $5,857+133.7% | $5,144+166.1% | $4,764+187.3% |
| Participant deferral / active EE | $718 | $5,948-87.9% | $5,198-86.2% | $5,851-87.7% |
| Admin fee / account holder | $29,507 | $17,112+72.4% | $13,956+111.4% | $11,601+154.4% |