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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 | $20,785 | $106,001-80.4% | $92,235-77.5% | $147,585-85.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.08% | 50.05%-39.0pp | 176.28%-165.2pp | 578.56%-567.5pp |
| Employer contribution / active EE | $3,668 | $4,333-15.3% | $3,679-0.3% | $4,876-24.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,528 | $6,332-12.7% | $5,194+6.4% | $10,885-49.2% |