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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 | $48,936 | $63,346-22.7% | $92,240-46.9% | $70,126-30.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 72.03% | 530.19%-458.2pp | 176.29%-104.3pp | 73.15%-1.1pp |
| Employer contribution / active EE | $5,817 | $2,471+135.4% | $3,680+58.1% | $2,343+148.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,636 | $3,841-57.4% | $5,194-68.5% | $4,645-64.8% |