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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 | $118,778 | $102,382+16.0% | $147,005-19.2% | $80,874+46.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 45.88% | 134.89%-89.0pp | 418.76%-372.9pp | 35.62%+10.3pp |
| Employer contribution / active EE | $9,765 | $3,715+162.9% | $4,934+97.9% | $2,756+254.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,354 | $7,942+5.2% | $13,006-35.8% | $6,935+20.5% |