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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 | $179,707 | $96,643+85.9% | $86,617+107.5% | $139,456+28.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.40% | 106.57%-88.2pp | 591.91%-573.5pp | 373.45%-355.1pp |
| Employer contribution / active EE | $25,000 | $3,264+665.9% | $3,023+726.9% | $4,753+426.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,724 | $6,406+176.7% | $5,613+215.8% | $11,407+55.4% |