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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 | $69,750 | $85,766-18.7% | $136,297-48.8% | $70,124-0.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.15% | 31.45%-16.3pp | 5156.19%-5141.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,813 | $2,966+163.4% | $4,696+66.4% | $2,342+233.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $438 | $5,420-91.9% | $9,244-95.3% | $4,645-90.6% |