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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 | $146,991 | $150,346-2.2% | $120,524+22.0% | $145,877+0.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 154.40%-136.2pp | 107.36%-89.1pp | 551.28%-533.0pp |
| Employer contribution / active EE | $10,714 | $4,353+146.1% | $3,469+208.9% | $4,663+129.8% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $699 | $12,215-94.3% | $9,440-92.6% | $13,402-94.8% |