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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 | $146,827 | $102,595+43.1% | $94,057+56.1% | $154,746-5.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.24% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $7,500 | $3,147+138.3% | $2,933+155.7% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,217 | $7,736-84.3% | $7,244-83.2% | $14,365-91.5% |