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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 | $73,421+8.9% | $66,439+20.3% | $155,188-48.5% |
| Participation rate | 78.3% | 79.7%-1.4pp | 74.5%+3.8pp | 80.8%-2.5pp |
| Annual return | 518.41% | 1382.37%-864.0pp | 757.66%-239.3pp | 148.84%+369.6pp |
| Employer contribution / active EE | $32,897 | $3,039+982.5% | $2,637+1147.6% | $4,248+674.4% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,528 | $8,856+18.9% | $6,173+70.5% | $14,480-27.3% |