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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 | $122,988 | $72,446+69.8% | $67,561+82.0% | $145,877-15.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.46% | 7211.98%-7201.5pp | 3525.44%-3515.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $9,726 | $3,072+216.6% | $2,735+255.6% | $4,663+108.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,242 | $5,541+301.4% | $4,006+455.3% | $13,402+66.0% |