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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 | $136,936 | $96,691+41.6% | $86,656+58.0% | $139,487-1.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.96% | 106.87%-87.9pp | 593.09%-574.1pp | 373.84%-354.9pp |
| Employer contribution / active EE | $8,838 | $3,267+170.5% | $3,025+192.1% | $4,755+85.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,613 | $6,414-12.5% | $5,619-0.1% | $11,407-50.8% |