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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 | $95,231 | $81,664+16.6% | $70,476+35.1% | $158,966-40.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.34% | 208.59%-195.3pp | 109.12%-95.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $216 | $4,556-95.3% | $3,710-94.2% | $5,983-96.4% |
| Admin fee / account holder | $15,887 | $6,197+156.3% | $3,847+313.0% | $11,250+41.2% |