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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 | $41,244 | $85,766-51.9% | $136,298-69.7% | $70,126-41.2% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 90.12% | 31.46%+58.7pp | 5156.27%-5066.1pp | 73.15%+17.0pp |
| Employer contribution / active EE | $13,682 | $2,966+361.3% | $4,696+191.4% | $2,343+484.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,208 | $5,421-3.9% | $9,244-43.7% | $4,645+12.1% |