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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 | $213,318 | $95,979+122.3% | $74,551+186.1% | $135,380+57.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.98% | 56.97%-62.0pp | 32.53%-37.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $10,655 | $2,716+292.3% | $1,961+443.3% | $4,779+123.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,073 | $6,522+23.8% | $5,059+59.6% | $10,828-25.4% |