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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 | $79,157 | $72,486+9.2% | $87,103-9.1% | $72,976+8.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 361.42% | 24.46%+337.0pp | 28.19%+333.2pp | 81.02%+280.4pp |
| Employer contribution / active EE | $3,702 | $1,894+95.5% | $2,521+46.8% | $2,440+51.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,889 | $5,055-62.6% | $7,491-74.8% | $5,124-63.1% |