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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 | $110,417 | $102,429+7.8% | $147,096-24.9% | $80,925+36.4% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 89.39% | 135.02%-45.6pp | 419.75%-330.4pp | 35.65%+53.7pp |
| Employer contribution / active EE | $10,979 | $3,716+195.5% | $4,936+122.4% | $2,756+298.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,459 | $7,957-6.3% | $13,005-42.6% | $6,940+7.5% |