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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 | $62,880 | $202,460-68.9% | $169,385-62.9% | $139,456-54.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.06% | 532.07%-523.0pp | 405.82%-396.8pp | 373.45%-364.4pp |
| Employer contribution / active EE | $8,799 | $4,691+87.6% | $4,012+119.3% | $4,753+85.1% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $162,955 | $10,719+1420.3% | $9,011+1708.4% | $11,407+1328.6% |