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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 | $112,198 | $99,079+13.2% | $78,002+43.8% | $273,972-59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.32% | 217.93%-204.6pp | 425.99%-412.7pp | 41.46%-28.1pp |
| Employer contribution / active EE | $5,000 | $3,308+51.2% | $2,470+102.4% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,770 | $8,954-80.2% | $5,481-67.7% | $10,133-82.5% |