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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 | $145,195 | $169,361-14.3% | $129,397+12.2% | $145,877-0.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.10% | 14395.54%-14378.4pp | 9453.98%-9436.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $42,992 | $5,542+675.8% | $4,154+934.9% | $4,663+822.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $637 | $9,903-93.6% | $7,679-91.7% | $13,402-95.2% |