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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 | $216,888 | $75,832+186.0% | $147,617+46.9% | $59,633+263.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.61% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $19,778 | $3,485+467.5% | $5,564+255.4% | $2,203+797.9% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,731 | $5,986+29.2% | $11,612-33.4% | $4,297+79.9% |