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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 | $118,169 | $100,895+17.1% | $90,430+30.7% | $158,950-25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.91% | 1725.54%-1714.6pp | 1293.73%-1282.8pp | 302.91%-292.0pp |
| Employer contribution / active EE | $25,750 | $3,689+598.1% | $3,262+689.4% | $4,762+440.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,968 | $6,505-69.7% | $5,613-64.9% | $11,248-82.5% |