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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 | $37,538 | $99,031-62.1% | $86,597-56.7% | $147,585-74.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.61% | 1312.56%-1291.9pp | 964.96%-944.3pp | 578.57%-558.0pp |
| Employer contribution / active EE | $11,155 | $3,132+256.1% | $2,840+292.8% | $4,876+128.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,345 | $5,711-6.4% | $4,906+9.0% | $10,885-50.9% |