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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 | $173,910 | $97,761+77.9% | $83,850+107.4% | $135,382+28.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.99% | 1287.44%-1286.5pp | 850.92%-849.9pp | 519.77%-518.8pp |
| Employer contribution / active EE | $17,500 | $4,222+314.5% | $3,631+382.0% | $4,779+266.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,500 | $6,674+162.2% | $5,478+219.4% | $10,829+61.6% |