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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 | $94,752 | $169,161-44.0% | $129,295-26.7% | $145,959-35.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.96% | 14348.07%-14326.1pp | 9429.28%-9407.3pp | 561.95%-540.0pp |
| Employer contribution / active EE | $25,000 | $5,543+351.0% | $4,157+501.4% | $4,661+436.4% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,489,793 | $9,878+14981.9% | $7,665+19335.4% | $13,398+11019.7% |