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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 | $45,746 | $198,462-76.9% | $170,439-73.2% | $147,585-69.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 229.75% | 257.30%-27.6pp | 205.94%+23.8pp | 578.58%-348.8pp |
| Employer contribution / active EE | $15,497 | $6,184+150.6% | $5,433+185.2% | $4,876+217.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,210 | $16,852-75.0% | $13,881-69.7% | $10,886-61.3% |