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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 | $160,802 | $102,382+57.1% | $147,005+9.4% | $80,874+98.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 76.85% | 134.89%-58.0pp | 418.76%-341.9pp | 35.62%+41.2pp |
| Employer contribution / active EE | $15,421 | $3,715+315.1% | $4,934+212.5% | $2,756+459.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,625 | $7,942-79.5% | $13,006-87.5% | $6,935-76.6% |