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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 | $65,400 | $102,422-36.1% | $147,117-55.5% | $80,959-19.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 28.64% | 135.16%-106.5pp | 420.54%-391.9pp | 35.67%-7.0pp |
| Employer contribution / active EE | $7,743 | $3,717+108.3% | $4,932+57.0% | $2,757+180.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,388 | $7,953-32.3% | $12,993-58.5% | $6,925-22.2% |