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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 | $61,023 | $84,708-28.0% | $75,714-19.4% | $167,536-63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 46.67% | 199.62%-153.0pp | 104.62%-58.0pp | 478.82%-432.2pp |
| Employer contribution / active EE | $5,238 | $3,231+62.1% | $2,744+90.9% | $4,839+8.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $512 | $5,358-90.5% | $3,619-85.9% | $12,315-95.8% |