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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 | $89,251 | $97,732-8.7% | $83,831+6.5% | $135,380-34.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.43% | 1287.56%-1279.1pp | 850.99%-842.6pp | 519.81%-511.4pp |
| Employer contribution / active EE | $14,079 | $4,222+233.5% | $3,631+287.7% | $4,779+194.6% |
| Participant deferral / active EE | $601 | $4,683-87.2% | $4,082-85.3% | $5,609-89.3% |
| Admin fee / account holder | $18,427 | $6,675+176.1% | $5,479+236.3% | $10,828+70.2% |