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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 | $66,516 | $106,008-37.3% | $92,240-27.9% | $147,586-54.9% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $11,250 | $4,333+159.6% | $3,680+205.7% | $4,876+130.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $610 | $6,333-90.4% | $5,194-88.3% | $10,886-94.4% |