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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 | $96,248 | $95,580+0.7% | $76,872+25.2% | $139,466-31.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.52% | 55.00%-40.5pp | 37.90%-23.4pp | 373.66%-359.1pp |
| Employer contribution / active EE | $13,287 | $3,145+322.5% | $2,533+424.5% | $4,754+179.5% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,705 | $8,302-79.5% | $5,476-68.9% | $11,409-85.1% |