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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 | $82,572 | $99,011-16.6% | $86,582-4.6% | $147,586-44.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.99% | 1312.75%-1299.8pp | 965.08%-952.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $9,043 | $3,132+188.7% | $2,839+218.5% | $4,876+85.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $41,517 | $5,709+627.2% | $4,904+746.6% | $10,886+281.4% |