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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 | $204,793 | $125,190+63.6% | $105,624+93.9% | $145,897+40.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.68% | 225.22%-215.5pp | 116.20%-106.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $16,667 | $3,720+348.0% | $3,168+426.2% | $4,663+257.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,358 | $17,138-68.7% | $10,961-51.1% | $13,390-60.0% |