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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 | $70,339 | $72,426-2.9% | $67,560+4.1% | $145,897-51.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.34% | 7226.78%-7214.4pp | 3533.50%-3521.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $483 | $4,785-89.9% | $4,004-87.9% | $6,689-92.8% |
| Admin fee / account holder | $10,430 | $5,514+89.2% | $3,994+161.1% | $13,390-22.1% |