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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 | $70,449 | $106,905-34.1% | $84,020-16.2% | $152,885-53.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.52% | 105.00%-95.5pp | 71.31%-61.8pp | 345.39%-335.9pp |
| Employer contribution / active EE | $6,875 | $2,735+151.4% | $1,984+246.6% | $4,763+44.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $726 | $8,287-91.2% | $6,101-88.1% | $11,598-93.7% |