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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 | $57,300 | $54,370+5.4% | $82,763-30.8% | $68,490-16.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 322.08% | -13.67%+335.8pp | 702.45%-380.4pp | -7.85%+329.9pp |
| Employer contribution / active EE | $6,273 | $2,219+182.7% | $3,008+108.5% | $2,597+141.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,851 | $4,398-57.9% | $5,325-65.2% | $5,403-65.7% |