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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 | $104,739 | $234,190-55.3% | $180,320-41.9% | $198,609-47.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.50% | 1057.44%-1045.9pp | 778.54%-767.0pp | 202.70%-191.2pp |
| Employer contribution / active EE | $50,439 | $5,258+859.4% | $4,108+1128.0% | $5,055+897.7% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $463 | $12,558-96.3% | $10,000-95.4% | $19,030-97.6% |