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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 | $115,383 | $88,778+30.0% | $81,844+41.0% | $145,884-20.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.46% | 1033.03%-1022.6pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $13,103 | $3,087+324.5% | $2,916+349.3% | $4,662+181.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34,850 | $8,430+313.4% | $7,355+373.8% | $13,392+160.2% |