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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 | $111,519 | $88,754+25.6% | $81,820+36.3% | $145,877-23.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.50% | 1031.77%-1018.3pp | 777.93%-764.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $22,750 | $3,085+637.4% | $2,915+680.4% | $4,663+387.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $395 | $8,424-95.3% | $7,391-94.7% | $13,402-97.1% |