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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 | $59,991 | $59,448+0.9% | $93,696-36.0% | $74,459-19.4% |
| Participation rate | 83.6% | 59.6%+24.0pp | 68.7%+14.9pp | 67.2%+16.4pp |
| Annual return | 495.68% | 82.11%+413.6pp | 133.74%+361.9pp | 1369.70%-874.0pp |
| Employer contribution / active EE | $9,091 | $1,266+617.9% | $2,422+275.4% | $2,626+246.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4,126 | $3,027+36.3% | $8,287-50.2% | $1,945+112.2% |