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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 | $88,778+94.7% | $81,844+111.2% | $145,884+18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $22,317 | $3,087+622.9% | $2,916+665.2% | $4,662+378.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,299 | $8,430-1.6% | $7,355+12.8% | $13,392-38.0% |