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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 | $104,568 | $102,663+1.9% | $86,216+21.3% | $139,466-25.0% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.0%+21.5pp | 80.3%+10.1pp |
| Annual return | 12.68% | 1924.52%-1911.8pp | 1169.42%-1156.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $16,667 | $3,035+449.2% | $2,382+599.8% | $4,754+250.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $618 | $8,663-92.9% | $6,853-91.0% | $11,409-94.6% |