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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 | $85,854 | $95,979-10.5% | $74,551+15.2% | $135,380-36.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.73% | 56.97%-54.2pp | 32.53%-29.8pp | 519.81%-517.1pp |
| Employer contribution / active EE | $5,113 | $2,716+88.2% | $1,961+160.7% | $4,779+7.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,270 | $6,522-19.2% | $5,059+4.2% | $10,828-51.3% |