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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 | $27,514 | $72,396-62.0% | $67,511-59.2% | $145,959-81.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 7194.07%-7177.6pp | 3517.41%-3500.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $346 | $4,781-92.8% | $4,000-91.4% | $6,689-94.8% |
| Admin fee / account holder | $39,508 | $5,538+613.4% | $3,999+888.0% | $13,398+194.9% |