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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 | $123,750-21.6% | $69,611+39.5% | $145,877-33.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.88% | 192.03%-181.1pp | 101.14%-90.3pp | 551.28%-540.4pp |
| Employer contribution / active EE | $5,125 | $2,672+91.8% | $1,709+199.9% | $4,663+9.9% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,918 | $7,817-24.3% | $4,696+26.0% | $13,402-55.8% |