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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 | $127,600 | $99,079+28.8% | $78,002+63.6% | $273,972-53.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 6.78% | 217.93%-211.1pp | 425.99%-419.2pp | 41.46%-34.7pp |
| Employer contribution / active EE | $14,286 | $3,308+331.9% | $2,470+478.3% | $4,869+193.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,852 | $8,954-57.0% | $5,481-29.7% | $10,133-62.0% |