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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 | $131,561 | $90,606+45.2% | $79,466+65.6% | $135,379-2.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.31% | 977.69%-971.4pp | 718.28%-712.0pp | 519.79%-513.5pp |
| Employer contribution / active EE | $16,208 | $3,068+428.3% | $2,800+478.8% | $4,779+239.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,695 | $5,895+115.3% | $5,104+148.7% | $10,828+17.2% |