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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 | $149,021 | $73,518+102.7% | $63,003+136.5% | $147,585+1.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.65% | 175.46%-163.8pp | 87.59%-75.9pp | 578.57%-566.9pp |
| Employer contribution / active EE | $8,911 | $3,322+168.2% | $2,760+222.8% | $4,876+82.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,021 | $5,952-66.0% | $3,600-43.9% | $10,885-81.4% |