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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 | $184,414 | $70,587+161.3% | $124,694+47.9% | $85,851+114.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.57% | 20688.83%-20673.3pp | 5144.82%-5129.3pp | 318.63%-303.1pp |
| Employer contribution / active EE | $15,152 | $1,913+691.8% | $3,325+355.7% | $2,565+490.6% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,780 | $5,282+141.9% | $7,495+70.5% | $6,261+104.1% |