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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 | $65,208 | $83,337-21.8% | $67,834-3.9% | $273,972-76.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 24.32% | 259.45%-235.1pp | 138.47%-114.2pp | 41.46%-17.1pp |
| Employer contribution / active EE | $12,500 | $3,287+280.3% | $2,403+420.1% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,379 | $6,752-5.5% | $4,622+38.0% | $10,133-37.0% |