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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 | $97,807 | $226,105-56.7% | $182,540-46.4% | $152,897-36.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 36.94% | 192.58%-155.6pp | 148.58%-111.6pp | 345.43%-308.5pp |
| Employer contribution / active EE | $39,212 | $4,978+687.7% | $4,076+862.1% | $4,764+723.2% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $407 | $10,706-96.2% | $8,593-95.3% | $11,599-96.5% |