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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 | $132,687 | $84,708+56.6% | $75,714+75.2% | $167,536-20.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 20.14% | 199.62%-179.5pp | 104.62%-84.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $16,165 | $3,231+400.3% | $2,744+489.2% | $4,839+234.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,291 | $5,358+54.7% | $3,619+129.1% | $12,315-32.7% |