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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 | $60,812 | $209,425-71.0% | $178,499-65.9% | $158,966-61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.29% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.7pp |
| Employer contribution / active EE | $7,530 | $5,707+31.9% | $5,011+50.3% | $4,762+58.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $319 | $17,078-98.1% | $13,986-97.7% | $11,250-97.2% |