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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 | $113,638 | $106,008+7.2% | $92,240+23.2% | $147,586-23.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 11.30% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $6,879 | $4,333+58.7% | $3,680+86.9% | $4,876+41.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,719 | $6,333-25.5% | $5,194-9.1% | $10,886-56.6% |