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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 | $17,469 | $106,005-83.5% | $92,239-81.1% | $147,585-88.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.29%-160.3pp | 578.58%-562.5pp |
| Employer contribution / active EE | $5,000 | $4,333+15.4% | $3,680+35.9% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $474 | $6,333-92.5% | $5,194-90.9% | $10,886-95.6% |