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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 | $71,109 | $57,312+24.1% | $86,617-17.9% | $75,181-5.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.50% | 2672.78%-2651.3pp | 591.91%-570.4pp | 160.69%-139.2pp |
| Employer contribution / active EE | $6,009 | $2,315+159.5% | $3,023+98.7% | $2,671+125.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $443 | $4,114-89.2% | $5,613-92.1% | $5,650-92.2% |