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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 | $202,503 | $70,121+188.8% | $63,803+217.4% | $138,895+45.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.63% | 946.48%-935.8pp | 543.72%-533.1pp | 145.39%-134.8pp |
| Employer contribution / active EE | $18,084 | $2,882+527.5% | $2,532+614.1% | $4,194+331.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,273 | $6,738+52.5% | $5,196+97.7% | $12,562-18.2% |