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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 | $51,646 | $82,678-37.5% | $125,391-58.8% | $68,490-24.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 453.46% | -5.97%+459.4pp | 572.41%-119.0pp | -7.85%+461.3pp |
| Employer contribution / active EE | $5,888 | $3,382+74.1% | $4,816+22.3% | $2,597+126.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,553 | $6,277-75.3% | $10,009-84.5% | $5,403-71.3% |