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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 | $194,564 | $99,011+96.5% | $86,582+124.7% | $147,586+31.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.99% | 1312.75%-1289.8pp | 965.08%-942.1pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,676 | $3,132-46.5% | $2,839-41.0% | $4,876-65.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,172 | $5,709+498.6% | $4,904+596.8% | $10,886+213.9% |