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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 | $70,121+132.9% | $63,803+156.0% | $138,895+17.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.89% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $8,644 | $2,882+199.9% | $2,532+241.3% | $4,194+106.1% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,212 | $6,738+140.6% | $5,196+212.0% | $12,562+29.1% |