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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 | $33,203 | $88,778-62.6% | $81,844-59.4% | $145,884-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.21% | 1033.03%-1004.8pp | 778.87%-750.7pp | 551.85%-523.6pp |
| Employer contribution / active EE | $15,693 | $3,087+408.4% | $2,916+438.1% | $4,662+236.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50,000 | $8,430+493.1% | $7,355+579.8% | $13,392+273.4% |