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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 | $30,565 | $123,750-75.3% | $69,611-56.1% | $145,877-79.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 24.98% | 192.03%-167.0pp | 101.14%-76.2pp | 551.28%-526.3pp |
| Employer contribution / active EE | $10,648 | $2,672+298.6% | $1,709+523.2% | $4,663+128.3% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,555 | $7,817-54.5% | $4,696-24.3% | $13,402-73.5% |