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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 | $97,275 | $70,121+38.7% | $63,803+52.5% | $138,895-30.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.34% | 946.48%-935.1pp | 543.72%-532.4pp | 145.39%-134.1pp |
| Employer contribution / active EE | $10,147 | $2,882+252.1% | $2,532+300.7% | $4,194+141.9% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,727 | $6,738-74.4% | $5,196-66.8% | $12,562-86.3% |