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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 | $109,472 | $63,342+72.8% | $92,235+18.7% | $70,131+56.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.20% | 530.15%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $13,688 | $2,471+453.9% | $3,679+272.0% | $2,342+484.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,241 | $3,840-41.7% | $5,194-56.9% | $4,645-51.8% |