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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 | $29,021 | $114,093-74.6% | $96,171-69.8% | $167,536-82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.64% | 190.00%-179.4pp | 192.04%-181.4pp | 478.82%-468.2pp |
| Employer contribution / active EE | $4,534 | $3,429+32.2% | $2,799+62.0% | $4,839-6.3% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,400 | $6,899-21.7% | $5,538-2.5% | $12,315-56.1% |