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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 | $162,328 | $105,200+54.3% | $159,474+1.8% | $85,847+89.1% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 152.25% | 45.08%+107.2pp | 263.68%-111.4pp | 318.61%-166.4pp |
| Employer contribution / active EE | $34,624 | $3,319+943.3% | $4,831+616.7% | $2,565+1249.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,968 | $6,934-28.4% | $10,802-54.0% | $6,261-20.7% |