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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 | $163,315 | $73,421+122.4% | $66,439+145.8% | $155,188+5.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.89% | 1382.37%-1369.5pp | 757.66%-744.8pp | 148.84%-136.0pp |
| Employer contribution / active EE | $8,644 | $3,039+184.4% | $2,637+227.8% | $4,248+103.5% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,212 | $8,856+83.1% | $6,173+162.6% | $14,480+12.0% |