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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 | $249,525 | $88,710+181.3% | $81,783+205.1% | $145,959+71.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.55% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $25,333 | $3,083+721.6% | $2,913+769.8% | $4,661+443.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $187,383 | $8,407+2128.8% | $7,380+2439.1% | $13,398+1298.6% |