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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 | $52,994 | $111,878-52.6% | $93,727-43.5% | $145,897-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.52% | 204.28%-194.8pp | 133.83%-124.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $7,000 | $3,092+126.4% | $2,421+189.1% | $4,663+50.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,397 | $10,256-86.4% | $8,292-83.1% | $13,390-89.6% |