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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 | $102,429+57.0% | $147,096+9.3% | $80,925+98.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 76.85% | 135.02%-58.2pp | 419.75%-342.9pp | 35.65%+41.2pp |
| Employer contribution / active EE | $15,421 | $3,716+315.0% | $4,936+212.4% | $2,756+459.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,625 | $7,957-79.6% | $13,005-87.5% | $6,940-76.6% |