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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 | $159,349 | $107,363+48.4% | $92,909+71.5% | $152,897+4.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.79% | 145.63%-122.8pp | 109.44%-86.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $19,921 | $4,222+371.8% | $3,653+445.3% | $4,764+318.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,482 | $7,082+33.9% | $5,795+63.6% | $11,599-18.3% |