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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 | $59,402+1.0% | $93,654-35.9% | $74,546-19.5% |
| Participation rate | 83.6% | 59.7%+24.0pp | 68.7%+14.9pp | 67.2%+16.4pp |
| Annual return | 495.68% | 81.86%+413.8pp | 133.34%+362.3pp | 1366.03%-870.3pp |
| Employer contribution / active EE | $9,091 | $1,265+618.8% | $2,421+275.5% | $2,624+246.4% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4,126 | $3,023+36.5% | $8,282-50.2% | $1,944+112.3% |