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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 | $219,235 | $111,785+96.1% | $93,669+134.1% | $145,877+50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 203.79%-190.6pp | 133.59%-120.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,542 | $3,096+111.3% | $2,424+169.9% | $4,663+40.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,600 | $10,256-74.7% | $8,291-68.6% | $13,402-80.6% |