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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 | $97,079 | $123,859-21.6% | $69,632+39.4% | $145,897-33.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.88% | 192.49%-181.6pp | 101.32%-90.4pp | 552.29%-541.4pp |
| Employer contribution / active EE | $5,125 | $2,673+91.7% | $1,708+200.0% | $4,663+9.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,918 | $7,817-24.3% | $4,695+26.0% | $13,390-55.8% |