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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 | $211,984 | $106,003+100.0% | $92,236+129.8% | $147,585+43.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.99% | 50.05%-25.1pp | 176.29%-151.3pp | 578.57%-553.6pp |
| Employer contribution / active EE | $28,253 | $4,333+552.0% | $3,679+667.9% | $4,876+479.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,087 | $6,333-19.7% | $5,194-2.1% | $10,885-53.3% |