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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 | $141,011 | $144,124-2.2% | $117,857+19.6% | $147,585-4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 118.40% | 531.17%-412.8pp | 335.09%-216.7pp | 578.57%-460.2pp |
| Employer contribution / active EE | $9,700 | $4,897+98.1% | $3,786+156.2% | $4,876+98.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,379 | $10,886-41.4% | $8,020-20.5% | $10,885-41.4% |