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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 | $79,734 | $99,652-20.0% | $78,778+1.2% | $147,586-46.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.74% | 47.28%-35.5pp | 35.62%-23.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $15,604 | $2,796+458.1% | $1,986+685.8% | $4,876+220.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $764 | $7,155-89.3% | $5,134-85.1% | $10,886-93.0% |