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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 | $166,688 | $169,361-1.6% | $129,397+28.8% | $145,877+14.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.64% | 14395.54%-14384.9pp | 9453.98%-9443.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $28,199 | $5,542+408.8% | $4,154+578.8% | $4,663+504.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,947 | $9,903-80.3% | $7,679-74.6% | $13,402-85.5% |