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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 | $242,812 | $95,979+153.0% | $74,551+225.7% | $135,380+79.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.86% | 56.97%-57.8pp | 32.53%-33.4pp | 519.81%-520.7pp |
| Employer contribution / active EE | $12,500 | $2,716+360.2% | $1,961+537.4% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,847 | $6,522-41.0% | $5,059-24.0% | $10,828-64.5% |