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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 | $66,044 | $111,878-41.0% | $93,727-29.5% | $145,897-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,423 | $3,092+204.7% | $2,421+289.2% | $4,663+102.1% |
| Participant deferral / active EE | $1,084 | $4,920-78.0% | $4,417-75.5% | $6,689-83.8% |
| Admin fee / account holder | $5,631 | $10,256-45.1% | $8,292-32.1% | $13,390-57.9% |