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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 | $46,066 | $73,546-37.4% | $63,018-26.9% | $147,586-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.67% | 175.56%-157.9pp | 87.62%-70.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $4,370 | $3,324+31.5% | $2,761+58.3% | $4,876-10.4% |
| Participant deferral / active EE | $164 | $4,185-96.1% | $3,330-95.1% | $5,439-97.0% |
| Admin fee / account holder | $1,694 | $5,956-71.6% | $3,601-52.9% | $10,886-84.4% |