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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 | $83,937 | $102,429-18.1% | $147,096-42.9% | $80,925+3.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 66.87% | 135.02%-68.2pp | 419.75%-352.9pp | 35.65%+31.2pp |
| Employer contribution / active EE | $5,857 | $3,716+57.6% | $4,936+18.7% | $2,756+112.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,997 | $7,957-49.8% | $13,005-69.3% | $6,940-42.4% |