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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 | $111,830+96.0% | $93,696+134.0% | $145,884+50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 204.08%-190.8pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,542 | $3,093+111.5% | $2,422+170.1% | $4,662+40.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,600 | $10,249-74.6% | $8,287-68.6% | $13,392-80.6% |