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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 | $212,384 | $96,338+120.5% | $80,589+163.5% | $139,427+52.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 139.00% | 1350.43%-1211.4pp | 935.83%-796.8pp | 373.27%-234.3pp |
| Employer contribution / active EE | $8,169 | $3,263+150.3% | $2,724+199.8% | $4,752+71.9% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,464 | $6,600+43.4% | $5,379+75.9% | $11,404-17.0% |