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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 | $102,385+103.5% | $147,080+41.7% | $80,935+157.5% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.1pp |
| Annual return | 51.49% | 135.09%-83.6pp | 420.17%-368.7pp | 35.66%+15.8pp |
| Employer contribution / active EE | $18,101 | $3,717+387.0% | $4,933+266.9% | $2,757+556.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,573 | $7,951+7.8% | $12,989-34.0% | $6,924+23.8% |