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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 | $106,199 | $102,635+3.5% | $86,209+23.2% | $139,456-23.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 9.68% | 1923.53%-1913.9pp | 1169.05%-1159.4pp | 373.45%-363.8pp |
| Employer contribution / active EE | $28,925 | $3,034+853.3% | $2,381+1114.6% | $4,753+508.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,589 | $8,661-70.1% | $6,853-62.2% | $11,407-77.3% |