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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 | $105,327 | $106,557-1.2% | $91,227+15.5% | $134,545-21.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 4.78% | 160.81%-156.0pp | 114.14%-109.4pp | 418.37%-413.6pp |
| Employer contribution / active EE | $13,804 | $3,332+314.3% | $2,851+384.2% | $4,742+191.1% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,147 | $6,235+94.8% | $5,423+124.0% | $11,431+6.3% |