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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 | $76,165 | $173,397-56.1% | $135,987-44.0% | $145,877-47.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 21.99% | 1166.18%-1144.2pp | 580.01%-558.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $10,729 | $5,281+103.2% | $4,214+154.6% | $4,663+130.1% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,527 | $9,663-32.5% | $6,716-2.8% | $13,402-51.3% |