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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 | $183,260 | $99,011+85.1% | $86,582+111.7% | $147,586+24.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.20% | 1312.75%-1300.6pp | 965.08%-952.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $10,000 | $3,132+219.3% | $2,839+252.2% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,530 | $5,709-20.6% | $4,904-7.6% | $10,886-58.4% |