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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 | $30,471 | $111,785-72.7% | $93,669-67.5% | $145,877-79.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.23% | 203.79%-195.6pp | 133.59%-125.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,347 | $3,096-24.2% | $2,424-3.2% | $4,663-49.7% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,747 | $10,256-53.7% | $8,291-42.7% | $13,402-64.6% |