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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 | $136,842 | $102,429+33.6% | $147,096-7.0% | $80,925+69.1% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 1266.42% | 135.02%+1131.4pp | 419.75%+846.7pp | 35.65%+1230.8pp |
| Employer contribution / active EE | $22,364 | $3,716+501.9% | $4,936+353.1% | $2,756+711.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,086 | $7,957+114.7% | $13,005+31.4% | $6,940+146.2% |