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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 | $101,816 | $209,405-51.4% | $178,486-43.0% | $158,931-35.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.90% | 188.77%-177.9pp | 151.08%-140.2pp | 302.86%-292.0pp |
| Employer contribution / active EE | $20,242 | $5,707+254.7% | $5,011+304.0% | $4,761+325.1% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $22,978 | $17,076+34.6% | $13,985+64.3% | $11,247+104.3% |