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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 | $118,631 | $109,905+7.9% | $98,506+20.4% | $167,553-29.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.55% | 1960.20%-1946.6pp | 1494.92%-1481.4pp | 478.89%-465.3pp |
| Employer contribution / active EE | $11,887 | $3,226+268.5% | $2,961+301.4% | $4,840+145.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $17,492 | $6,760+158.8% | $5,955+193.8% | $12,316+42.0% |