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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 | $222,637 | $111,787+99.2% | $93,681+137.7% | $145,978+52.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.18% | 203.52%-182.3pp | 133.47%-112.3pp | 550.52%-529.3pp |
| Employer contribution / active EE | $10,149 | $3,093+228.1% | $2,422+319.0% | $4,662+117.7% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27,333 | $10,256+166.5% | $8,290+229.7% | $13,400+104.0% |