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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 | $44,125 | $150,446-70.7% | $136,297-67.6% | $147,585-70.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.57% | 1049.14%-1037.6pp | 5156.19%-5144.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $3,525 | $5,256-32.9% | $4,696-24.9% | $4,876-27.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,716 | $10,906-75.1% | $9,244-70.6% | $10,886-75.0% |