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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 | $231,072 | $84,685+172.9% | $73,836+213.0% | $125,389+84.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.59% | 3123.80%-3121.2pp | 2268.06%-2265.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $7,500 | $3,123+140.1% | $2,787+169.1% | $4,866+54.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,067 | $5,694-28.6% | $4,882-16.7% | $9,541-57.4% |