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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 | $187,575 | $234,190-19.9% | $180,320+4.0% | $198,609-5.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.72% | 1057.44%-1045.7pp | 778.54%-766.8pp | 202.70%-191.0pp |
| Employer contribution / active EE | $16,998 | $5,258+223.3% | $4,108+313.8% | $5,055+236.2% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,049 | $12,558-59.8% | $10,000-49.5% | $19,030-73.5% |