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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 | $106,818 | $234,190-54.4% | $180,320-40.8% | $198,609-46.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 16.91% | 1057.44%-1040.5pp | 778.54%-761.6pp | 202.70%-185.8pp |
| Employer contribution / active EE | $10,169 | $5,258+93.4% | $4,108+147.6% | $5,055+101.2% |
| Participant deferral / active EE | $387 | $4,988-92.2% | $4,304-91.0% | $6,977-94.4% |
| Admin fee / account holder | $5,027 | $12,558-60.0% | $10,000-49.7% | $19,030-73.6% |