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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 | $104,407 | $109,872-5.0% | $98,483+6.0% | $167,536-37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.86% | 1959.31%-1947.5pp | 1494.38%-1482.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $9,083 | $3,225+181.6% | $2,961+206.8% | $4,839+87.7% |
| Participant deferral / active EE | $376 | $4,673-92.0% | $4,276-91.2% | $6,342-94.1% |
| Admin fee / account holder | $36,828 | $6,757+445.0% | $5,953+518.7% | $12,315+199.1% |