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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 | $71,631 | $84,741-15.5% | $75,731-5.4% | $167,553-57.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 199.72%-189.4pp | 104.65%-94.3pp | 478.89%-468.6pp |
| Employer contribution / active EE | $3,564 | $3,230+10.3% | $2,743+29.9% | $4,840-26.4% |
| Participant deferral / active EE | $618 | $4,577-86.5% | $3,820-83.8% | $6,343-90.3% |
| Admin fee / account holder | $2,638 | $5,361-50.8% | $3,620-27.1% | $12,316-78.6% |