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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 | $151,578 | $99,345+52.6% | $84,753+78.8% | $273,972-44.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 850.66% | 22.93%+827.7pp | 22.78%+827.9pp | 41.46%+809.2pp |
| Employer contribution / active EE | $17,719 | $4,214+320.5% | $3,574+395.7% | $4,869+263.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,270 | $6,645-5.7% | $5,333+17.6% | $10,133-38.1% |