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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 | $81,844 | $72,465+12.9% | $67,575+21.1% | $145,884-43.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.59% | 7222.56%-7212.0pp | 3528.98%-3518.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,961 | $3,074+126.5% | $2,736+154.5% | $4,662+49.3% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,523 | $5,515+18.3% | $3,993+63.4% | $13,392-51.3% |