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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 | $116,214 | $100,895+15.2% | $90,430+28.5% | $158,950-26.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.52% | 1725.54%-1716.0pp | 1293.73%-1284.2pp | 302.91%-293.4pp |
| Employer contribution / active EE | $14,523 | $3,689+293.7% | $3,262+345.2% | $4,762+205.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $162,855 | $6,505+2403.5% | $5,613+2801.2% | $11,248+1347.8% |