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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 | $96,123 | $202,345-52.5% | $172,755-44.4% | $152,885-37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.86% | 1029.77%-1006.9pp | 802.94%-780.1pp | 345.39%-322.5pp |
| Employer contribution / active EE | $10,663 | $5,858+82.0% | $5,144+107.3% | $4,763+123.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $792 | $17,111-95.4% | $13,955-94.3% | $11,598-93.2% |