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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 | $82,007 | $112,933-27.4% | $90,970-9.9% | $158,982-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.08% | 215.82%-197.7pp | 134.60%-116.5pp | 302.99%-284.9pp |
| Employer contribution / active EE | $7,152 | $2,893+147.2% | $2,122+237.1% | $4,763+50.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,901 | $8,047-76.4% | $5,961-68.1% | $11,252-83.1% |