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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 | $102,429+110.3% | $147,096+46.4% | $80,925+166.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 672.22% | 135.02%+537.2pp | 419.75%+252.5pp | 35.65%+636.6pp |
| Employer contribution / active EE | $41,429 | $3,716+1015.0% | $4,936+739.3% | $2,756+1403.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,393 | $7,957+80.9% | $13,005+10.7% | $6,940+107.4% |