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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 | $108,998 | $159,934-31.8% | $147,005-25.9% | $145,959-25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 54.70% | 98.24%-43.5pp | 418.76%-364.1pp | 561.95%-507.3pp |
| Employer contribution / active EE | $37,458 | $5,287+608.4% | $4,934+659.1% | $4,661+703.7% |
| Participant deferral / active EE | $1,150 | $8,427-86.4% | $8,070-85.7% | $6,689-82.8% |
| Admin fee / account holder | $7,337 | $15,053-51.3% | $13,006-43.6% | $13,398-45.2% |