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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 | $230,763 | $144,130+60.1% | $117,860+95.8% | $147,585+56.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.03% | 531.20%-518.2pp | 335.10%-322.1pp | 578.58%-565.6pp |
| Employer contribution / active EE | $11,586 | $4,897+136.6% | $3,786+206.0% | $4,876+137.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,874 | $10,887-82.8% | $8,021-76.6% | $10,886-82.8% |