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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 | $90,252 | $81,643+10.5% | $70,462+28.1% | $158,950-43.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.04% | 208.51%-195.5pp | 109.08%-96.0pp | 302.91%-289.9pp |
| Employer contribution / active EE | $8,462 | $3,218+163.0% | $2,737+209.1% | $4,762+77.7% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,176 | $6,194-81.0% | $3,845-69.4% | $11,248-89.5% |