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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 | $81,706 | $96,419-15.3% | $80,648+1.3% | $139,487-41.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.86% | 1352.86%-1337.0pp | 937.21%-921.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $13,553 | $3,261+315.6% | $2,724+397.6% | $4,755+185.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $785 | $6,605-88.1% | $5,382-85.4% | $11,407-93.1% |