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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 | $83,907 | $123,982-32.3% | $69,701+20.4% | $145,959-42.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.82% | 191.01%-178.2pp | 100.32%-87.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,655 | $2,681+110.9% | $1,713+230.1% | $4,661+21.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,709 | $7,867-78.3% | $4,717-63.8% | $13,398-87.2% |