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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 | $241,717 | $144,130+67.7% | $117,861+105.1% | $147,586+63.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.05% | 531.20%-521.1pp | 335.11%-325.1pp | 578.59%-568.5pp |
| Employer contribution / active EE | $15,714 | $4,897+220.9% | $3,786+315.0% | $4,876+222.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,772 | $10,887-83.7% | $8,021-77.9% | $10,886-83.7% |