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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 | $93,118 | $185,225-49.7% | $142,898-34.8% | $167,536-44.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.13% | 8558.12%-8542.0pp | 5639.64%-5623.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $9,875 | $5,607+76.1% | $4,146+138.2% | $4,839+104.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $905 | $8,032-88.7% | $6,560-86.2% | $12,315-92.7% |