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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 | $99,323 | $150,442-34.0% | $136,295-27.1% | $147,585-32.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.59% | 1049.09%-1038.5pp | 5155.97%-5145.4pp | 578.56%-568.0pp |
| Employer contribution / active EE | $4,310 | $5,256-18.0% | $4,695-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $854 | $6,630-87.1% | $6,247-86.3% | $5,439-84.3% |
| Admin fee / account holder | $9,669 | $10,905-11.3% | $9,243+4.6% | $10,885-11.2% |