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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 | $99,513 | $100,938-1.4% | $90,461+10.0% | $158,982-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.67% | 1727.20%-1711.5pp | 1294.76%-1279.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $7,071 | $3,691+91.5% | $3,264+116.6% | $4,763+48.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $461 | $6,510-92.9% | $5,617-91.8% | $11,252-95.9% |