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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 | $123,024 | $144,130-14.6% | $117,861+4.4% | $147,586-16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.69% | 531.20%-513.5pp | 335.11%-317.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $18,831 | $4,897+284.6% | $3,786+397.3% | $4,876+286.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $665 | $10,887-93.9% | $8,021-91.7% | $10,886-93.9% |