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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 | $93,739 | $108,695-13.8% | $74,722+25.4% | $152,897-38.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.77% | 114.11%-94.3pp | 753.11%-733.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,563 | $1,504+3.9% | $1,084+44.1% | $4,764-67.2% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,450 | $4,906-29.7% | $3,335+3.5% | $11,599-70.3% |