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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 | $195,965 | $167,030+17.3% | $135,768+44.3% | $155,188+26.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.91% | 678.39%-664.5pp | 526.10%-512.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $28,653 | $4,132+593.4% | $3,394+744.2% | $4,248+574.5% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,500 | $8,172-81.7% | $7,048-78.7% | $14,480-89.6% |