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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 | $137,644 | $101,539+35.6% | $147,041-6.4% | $74,400+85.0% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 87.05% | 8740.84%-8653.8pp | 419.21%-332.2pp | 1367.51%-1280.5pp |
| Employer contribution / active EE | $8,457 | $3,811+121.9% | $4,935+71.4% | $2,624+222.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,405 | $1,749-19.7% | $13,006-89.2% | $1,944-27.7% |