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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 | $215,385 | $102,422+110.3% | $147,117+46.4% | $80,959+166.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 672.22% | 135.16%+537.1pp | 420.54%+251.7pp | 35.67%+636.6pp |
| Employer contribution / active EE | $41,429 | $3,717+1014.4% | $4,932+739.9% | $2,757+1402.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,393 | $7,953+81.0% | $12,993+10.8% | $6,925+107.8% |