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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 | $41,129 | $101,752-59.6% | $164,928-75.1% | $80,911-49.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 255.26% | 16.73%+238.5pp | 70.08%+185.2pp | 35.63%+219.6pp |
| Employer contribution / active EE | $22,243 | $2,953+653.2% | $4,343+412.1% | $2,756+707.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,280 | $8,218+61.6% | $12,684+4.7% | $6,935+91.5% |