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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 | $133,988 | $102,422+30.8% | $147,117-8.9% | $80,959+65.5% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 80.93% | 135.16%-54.2pp | 420.54%-339.6pp | 35.67%+45.3pp |
| Employer contribution / active EE | $6,705 | $3,717+80.4% | $4,932+35.9% | $2,757+143.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,976 | $7,953-75.1% | $12,993-84.8% | $6,925-71.5% |