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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 | $248,437 | $57,305+333.5% | $86,640+186.7% | $75,173+230.5% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 18.76% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $15,561 | $2,316+571.8% | $3,024+414.5% | $2,671+482.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $41,547 | $4,116+909.4% | $5,616+639.8% | $5,651+635.3% |