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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 | $86,922 | $217,432-60.0% | $185,849-53.2% | $167,536-48.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.29% | 148.42%-113.1pp | 122.10%-86.8pp | 478.82%-443.5pp |
| Employer contribution / active EE | $16,152 | $5,875+174.9% | $5,169+212.5% | $4,839+233.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,067 | $19,818-3.8% | $16,244+17.4% | $12,315+54.8% |