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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 | $91,374 | $103,008-11.3% | $90,304+1.2% | $152,897-40.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.01% | 95.22%-71.2pp | 78.13%-54.1pp | 345.43%-321.4pp |
| Employer contribution / active EE | $2,888 | $3,139-8.0% | $2,855+1.2% | $4,764-39.4% |
| Participant deferral / active EE | $250 | $4,281-94.2% | $3,885-93.6% | $5,851-95.7% |
| Admin fee / account holder | $28,640 | $6,175+363.8% | $5,354+434.9% | $11,599+146.9% |