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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 | $224,632 | $106,008+111.9% | $92,240+143.5% | $147,586+52.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.82% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $15,094 | $4,333+248.3% | $3,680+310.2% | $4,876+209.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,444 | $6,333+17.5% | $5,194+43.3% | $10,886-31.6% |