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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 | $79,950 | $76,368+4.7% | $67,681+18.1% | $154,746-48.3% |
| Participation rate | 78.3% | 79.0%-0.7pp | 73.7%+4.5pp | 80.7%-2.4pp |
| Annual return | 518.41% | 1066.77%-548.4pp | 590.58%-72.2pp | 172.34%+346.1pp |
| Employer contribution / active EE | $32,897 | $3,151+943.9% | $2,678+1128.3% | $4,379+651.2% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,528 | $8,559+23.0% | $6,100+72.6% | $14,365-26.7% |