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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 | $89,913 | $150,442-40.2% | $136,295-34.0% | $147,585-39.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.27% | 1049.09%-1037.8pp | 5155.97%-5144.7pp | 578.56%-567.3pp |
| Employer contribution / active EE | $11,500 | $5,256+118.8% | $4,695+144.9% | $4,876+135.8% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $653 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |