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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 | $109,587 | $209,888-47.8% | $189,545-42.2% | $167,553-34.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 36.85% | 748.66%-711.8pp | 555.36%-518.5pp | 478.89%-442.0pp |
| Employer contribution / active EE | $4,545 | $6,915-34.3% | $6,162-26.3% | $4,840-6.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $755 | $14,300-94.7% | $12,049-93.7% | $12,316-93.9% |