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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 | $76,180 | $95,975-20.6% | $74,549+2.2% | $135,379-43.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.99% | 56.96%-49.0pp | 32.53%-24.5pp | 519.79%-511.8pp |
| Employer contribution / active EE | $6,667 | $2,716+145.4% | $1,961+240.0% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,869 | $6,522-71.3% | $5,059-63.1% | $10,828-82.7% |