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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 | $29,336 | $100,938-70.9% | $90,461-67.6% | $158,982-81.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.97% | 1727.20%-1713.2pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $3,897 | $3,691+5.6% | $3,264+19.4% | $4,763-18.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,317 | $6,510+119.9% | $5,617+154.9% | $11,252+27.2% |