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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 | $108,986 | $78,694+38.5% | $67,652+61.1% | $125,389-13.1% |
| Participation rate | 90.5% | 78.8%+11.7pp | 75.7%+14.8pp | 83.2%+7.3pp |
| Annual return | 102.30% | 9.46%+92.8pp | 6625.40%-6523.1pp | 282.24%-179.9pp |
| Employer contribution / active EE | $23,683 | $3,044+678.1% | $2,266+945.3% | $4,866+386.7% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,939 | $7,403-46.8% | $4,821-18.3% | $9,541-58.7% |