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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 | $94,965 | $72,426+31.1% | $67,560+40.6% | $145,897-34.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 10.14% | 7226.78%-7216.6pp | 3533.50%-3523.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $800 | $4,785-83.3% | $4,004-80.0% | $6,689-88.0% |
| Admin fee / account holder | $12,607 | $5,514+128.6% | $3,994+215.6% | $13,390-5.9% |