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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 | $185,357 | $103,038+79.9% | $90,324+105.2% | $152,909+21.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.96% | 95.25%-78.3pp | 78.15%-61.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $536 | $4,282-87.5% | $3,885-86.2% | $5,851-90.8% |
| Admin fee / account holder | $2,516 | $6,177-59.3% | $5,356-53.0% | $11,601-78.3% |