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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 | $99,986 | $175,231-42.9% | $149,696-33.2% | $139,466-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.05% | 166.77%-135.7pp | 134.46%-103.4pp | 373.66%-342.6pp |
| Employer contribution / active EE | $51,751 | $5,478+844.7% | $4,821+973.5% | $4,754+988.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $393 | $16,155-97.6% | $13,212-97.0% | $11,409-96.6% |