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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 | $94,536 | $73,518+28.6% | $63,003+50.1% | $147,585-35.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.85% | 175.46%-159.6pp | 87.59%-71.7pp | 578.56%-562.7pp |
| Employer contribution / active EE | $9,902 | $3,322+198.1% | $2,760+258.8% | $4,876+103.1% |
| Participant deferral / active EE | $315 | $4,183-92.5% | $3,329-90.5% | $5,439-94.2% |
| Admin fee / account holder | $9,026 | $5,952+51.6% | $3,600+150.7% | $10,885-17.1% |