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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 | $21,976 | $138,102-84.1% | $125,381-82.5% | $134,532-83.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 48.26% | 750.73%-702.5pp | 572.31%-524.0pp | 418.27%-370.0pp |
| Employer contribution / active EE | $1,543 | $5,245-70.6% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $1,819 | $7,801-76.7% | $7,448-75.6% | $6,401-71.6% |
| Admin fee / account holder | $2,500 | $11,568-78.4% | $10,007-75.0% | $11,429-78.1% |