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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 | $60,220 | $84,741-28.9% | $75,731-20.5% | $167,553-64.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 23.48% | 199.72%-176.2pp | 104.65%-81.2pp | 478.89%-455.4pp |
| Employer contribution / active EE | $12,050 | $3,230+273.0% | $2,743+339.3% | $4,840+149.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,953 | $5,361-44.9% | $3,620-18.4% | $12,316-76.0% |