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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 | $172,825 | $88,710+94.8% | $81,783+111.3% | $145,959+18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $22,317 | $3,083+623.8% | $2,913+666.2% | $4,661+378.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,299 | $8,407-1.3% | $7,380+12.5% | $13,398-38.1% |