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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 | $97,275 | $73,421+32.5% | $66,439+46.4% | $155,188-37.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.34% | 1382.37%-1371.0pp | 757.66%-746.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $10,147 | $3,039+233.9% | $2,637+284.8% | $4,248+138.9% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,727 | $8,856-80.5% | $6,173-72.0% | $14,480-88.1% |