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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 | $73,546+28.5% | $63,018+50.0% | $147,586-35.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.85% | 175.56%-159.7pp | 87.62%-71.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $9,902 | $3,324+197.9% | $2,761+258.7% | $4,876+103.1% |
| Participant deferral / active EE | $315 | $4,185-92.5% | $3,330-90.5% | $5,439-94.2% |
| Admin fee / account holder | $9,026 | $5,956+51.6% | $3,601+150.7% | $10,886-17.1% |