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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 | $247,150 | $137,414+79.9% | $189,545+30.4% | $85,851+187.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 89.53% | 38.14%+51.4pp | 555.36%-465.8pp | 318.63%-229.1pp |
| Employer contribution / active EE | $5,322 | $4,344+22.5% | $6,162-13.6% | $2,565+107.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,889 | $8,630-54.9% | $12,049-67.7% | $6,261-37.9% |