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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 | $137,588 | $149,040-7.7% | $120,225+14.4% | $137,256+0.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.57% | 605.68%-595.1pp | 439.23%-428.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $28,046 | $4,350+544.7% | $3,475+707.0% | $4,156+574.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,331 | $6,348-79.0% | $5,696-76.6% | $12,270-89.1% |