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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 | $75,717 | $106,005-28.6% | $92,239-17.9% | $147,585-48.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.28% | 50.05%-34.8pp | 176.29%-161.0pp | 578.58%-563.3pp |
| Employer contribution / active EE | $6,842 | $4,333+57.9% | $3,680+85.9% | $4,876+40.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,187 | $6,333-81.3% | $5,194-77.2% | $10,886-89.1% |