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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 | $102,429+16.0% | $147,096-19.3% | $80,925+46.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 45.88% | 135.02%-89.1pp | 419.75%-373.9pp | 35.65%+10.2pp |
| Employer contribution / active EE | $9,765 | $3,716+162.8% | $4,936+97.8% | $2,756+254.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,354 | $7,957+5.0% | $13,005-35.8% | $6,940+20.4% |