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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 | $33,822 | $209,874-83.9% | $189,537-82.2% | $167,536-79.8% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 187.21% | 748.61%-561.4pp | 555.34%-368.1pp | 478.82%-291.6pp |
| Employer contribution / active EE | $1,721 | $6,913-75.1% | $6,161-72.1% | $4,839-64.4% |
| Participant deferral / active EE | $2,066 | $8,934-76.9% | $8,220-74.9% | $6,342-67.4% |
| Admin fee / account holder | $245,119 | $14,299+1614.3% | $12,048+1934.5% | $12,315+1890.5% |