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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 | $96,338-15.2% | $80,589+1.4% | $139,427-41.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.86% | 1350.43%-1334.6pp | 935.83%-920.0pp | 373.27%-357.4pp |
| Employer contribution / active EE | $13,553 | $3,263+315.4% | $2,724+397.5% | $4,752+185.2% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $785 | $6,600-88.1% | $5,379-85.4% | $11,404-93.1% |