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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 | $126,753 | $97,732+29.7% | $83,831+51.2% | $135,380-6.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.39% | 1287.56%-1285.2pp | 850.99%-848.6pp | 519.81%-517.4pp |
| Employer contribution / active EE | $18,973 | $4,222+349.4% | $3,631+422.5% | $4,779+297.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,903 | $6,675+78.3% | $5,479+117.3% | $10,828+9.9% |