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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 | $105,240 | $150,442-30.0% | $136,295-22.8% | $147,585-28.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.87% | 1049.09%-1036.2pp | 5155.97%-5143.1pp | 578.56%-565.7pp |
| Employer contribution / active EE | $10,391 | $5,256+97.7% | $4,695+121.3% | $4,876+113.1% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $886 | $10,905-91.9% | $9,243-90.4% | $10,885-91.9% |