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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 | $77,947 | $209,422-62.8% | $178,503-56.3% | $158,982-51.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.21% | 188.81%-143.6pp | 151.12%-105.9pp | 302.99%-257.8pp |
| Employer contribution / active EE | $16,825 | $5,707+194.8% | $5,011+235.8% | $4,763+253.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $369 | $17,079-97.8% | $13,987-97.4% | $11,252-96.7% |