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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 | $167,327 | $234,190-28.6% | $180,320-7.2% | $198,609-15.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.40% | 1057.44%-1046.0pp | 778.54%-767.1pp | 202.70%-191.3pp |
| Employer contribution / active EE | $18,053 | $5,258+243.4% | $4,108+339.5% | $5,055+257.1% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $938 | $12,558-92.5% | $10,000-90.6% | $19,030-95.1% |