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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 | $227,534 | $138,078+64.8% | $125,363+81.5% | $134,509+69.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.49%-765.7pp | 572.15%-587.4pp | 418.13%-433.3pp |
| Employer contribution / active EE | $18,038 | $5,245+243.9% | $4,815+274.6% | $4,741+280.5% |
| Participant deferral / active EE | $1,625 | $7,800-79.2% | $7,447-78.2% | $6,400-74.6% |
| Admin fee / account holder | $13,105 | $11,566+13.3% | $10,005+31.0% | $11,427+14.7% |