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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 | $102,236 | $95,975+6.5% | $74,552+37.1% | $135,382-24.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.41% | 56.96%-53.6pp | 32.53%-29.1pp | 519.77%-516.4pp |
| Employer contribution / active EE | $5,455 | $2,716+100.8% | $1,961+178.2% | $4,779+14.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,725 | $6,522-73.6% | $5,060-65.9% | $10,829-84.1% |