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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 | $232,477 | $144,124+61.3% | $117,857+97.3% | $147,585+57.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.18% | 531.17%-518.0pp | 335.09%-321.9pp | 578.57%-565.4pp |
| Employer contribution / active EE | $3,780 | $4,897-22.8% | $3,786-0.2% | $4,876-22.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,137 | $10,886-71.2% | $8,020-60.9% | $10,885-71.2% |