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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 | $83,674 | $73,546+13.8% | $63,018+32.8% | $147,586-43.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.64% | 175.56%-158.9pp | 87.62%-71.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,561 | $3,324-22.9% | $2,761-7.2% | $4,876-47.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,623 | $5,956-72.7% | $3,601-54.9% | $10,886-85.1% |