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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 | $134,291 | $118,496+13.3% | $98,461+36.4% | $139,466-3.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 124.26% | 18.96%+105.3pp | 21.17%+103.1pp | 373.66%-249.4pp |
| Employer contribution / active EE | $20,185 | $3,611+459.1% | $3,049+562.1% | $4,754+324.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,008 | $14,056-57.3% | $8,961-32.9% | $11,409-47.3% |