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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 | $91,897 | $106,557-13.8% | $91,227+0.7% | $134,545-31.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 2.66% | 160.81%-158.2pp | 114.14%-111.5pp | 418.37%-415.7pp |
| Employer contribution / active EE | $2,393 | $3,332-28.2% | $2,851-16.1% | $4,742-49.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,223 | $6,235-0.2% | $5,423+14.7% | $11,431-45.6% |