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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 | $157,652 | $100,911+56.2% | $90,440+74.3% | $158,966-0.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.52% | 1726.62%-1716.1pp | 1294.38%-1283.9pp | 302.95%-292.4pp |
| Employer contribution / active EE | $10,922 | $3,690+196.0% | $3,263+234.7% | $4,762+129.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $39,000 | $6,507+499.3% | $5,615+594.6% | $11,250+246.7% |