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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 | $169,185 | $156,970+7.8% | $121,210+39.6% | $139,487+21.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 1477.10%-1467.2pp | 987.41%-977.5pp | 373.84%-363.9pp |
| Employer contribution / active EE | $38,133 | $5,546+587.6% | $4,171+814.3% | $4,755+702.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,204 | $6,947-82.7% | $5,647-78.7% | $11,407-89.4% |