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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 | $117,047 | $84,697+38.2% | $73,845+58.5% | $125,393-6.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.44% | 3123.66%-3122.2pp | 2267.91%-2266.5pp | 282.23%-280.8pp |
| Employer contribution / active EE | $3,749 | $3,123+20.0% | $2,788+34.5% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,320 | $5,692-76.8% | $4,881-73.0% | $9,541-86.2% |