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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 | $91,746 | $76,368+20.1% | $67,681+35.6% | $154,746-40.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.44% | 1066.77%-1054.3pp | 590.58%-578.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $7,484 | $3,151+137.5% | $2,678+179.4% | $4,379+70.9% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,984 | $8,559-30.1% | $6,100-1.9% | $14,365-58.3% |