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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 | $107,169 | $84,685+26.5% | $73,836+45.1% | $125,389-14.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 52.28% | 3123.80%-3071.5pp | 2268.06%-2215.8pp | 282.24%-230.0pp |
| Employer contribution / active EE | $20,455 | $3,123+554.9% | $2,787+633.8% | $4,866+320.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $81,937 | $5,694+1339.0% | $4,882+1578.4% | $9,541+758.8% |