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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 | $31,231 | $160,059-80.5% | $140,019-77.7% | $135,379-76.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.12% | 911.44%-911.3pp | 651.15%-651.0pp | 519.79%-519.7pp |
| Employer contribution / active EE | $16,223 | $6,420+152.7% | $5,605+189.4% | $4,779+239.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,028,943 | $13,328+7620.2% | $10,705+9511.5% | $10,828+9402.7% |