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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 | $208,391 | $102,429+103.4% | $147,096+41.7% | $80,925+157.5% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.5pp | 67.7%+28.1pp |
| Annual return | 51.49% | 135.02%-83.5pp | 419.75%-368.3pp | 35.65%+15.8pp |
| Employer contribution / active EE | $18,101 | $3,716+387.2% | $4,936+266.7% | $2,756+556.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,573 | $7,957+7.7% | $13,005-34.1% | $6,940+23.5% |