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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 | $202,105 | $102,595+97.0% | $94,057+114.9% | $154,746+30.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.60% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $23,008 | $3,147+631.0% | $2,933+684.4% | $4,379+425.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,639 | $7,736+37.5% | $7,244+46.9% | $14,365-25.9% |