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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 | $143,115 | $112,121+27.6% | $95,960+49.1% | $158,966-10.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.88% | 171.16%-160.3pp | 91.63%-80.8pp | 302.95%-292.1pp |
| Employer contribution / active EE | $7,143 | $3,199+123.3% | $2,541+181.1% | $4,762+50.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,571 | $10,135-84.5% | $6,797-76.9% | $11,250-86.0% |