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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 | $49,411 | $58,234-15.2% | $81,783-39.6% | $80,874-38.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.66% | 41.70%-30.0pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $11,726 | $2,341+400.8% | $2,913+302.6% | $2,756+325.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,160 | $4,982-36.6% | $7,380-57.2% | $6,935-54.4% |