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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 | $20,955 | $114,130-81.6% | $96,192-78.2% | $167,553-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.96% | 190.07%-172.1pp | 192.09%-174.1pp | 478.89%-460.9pp |
| Employer contribution / active EE | $24,282 | $3,431+607.8% | $2,799+767.4% | $4,840+401.7% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,328,218 | $6,901+19145.9% | $5,539+23877.6% | $12,316+10684.2% |