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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 | $188,668 | $106,008+78.0% | $92,240+104.5% | $147,586+27.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $11,053 | $4,333+155.1% | $3,680+200.4% | $4,876+126.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44,421 | $6,333+601.4% | $5,194+755.2% | $10,886+308.1% |