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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 | $94,615 | $99,652-5.1% | $78,778+20.1% | $147,586-35.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.10% | 47.28%-28.2pp | 35.62%-16.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $9,984 | $2,796+257.1% | $1,986+402.8% | $4,876+104.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,967 | $7,155-72.5% | $5,134-61.7% | $10,886-81.9% |