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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 | $97,323 | $102,393-5.0% | $147,041-33.8% | $80,911+20.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 22.52% | 134.95%-112.4pp | 419.21%-396.7pp | 35.63%-13.1pp |
| Employer contribution / active EE | $22,000 | $3,715+492.1% | $4,935+345.8% | $2,756+698.3% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,338 | $7,943-32.8% | $13,006-59.0% | $6,935-23.0% |