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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 | $99,718 | $106,008-5.9% | $92,240+8.1% | $147,586-32.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.08% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $11,163 | $4,333+157.6% | $3,680+203.4% | $4,876+128.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,404 | $6,333-77.8% | $5,194-73.0% | $10,886-87.1% |