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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 | $201,840 | $144,130+40.0% | $117,861+71.3% | $147,586+36.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.66% | 531.20%-513.5pp | 335.11%-317.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $8,000 | $4,897+63.4% | $3,786+111.3% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,188 | $10,887-89.1% | $8,021-85.2% | $10,886-89.1% |