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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 | $66,142 | $57,305+15.4% | $86,640-23.7% | $75,173-12.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.17% | 2674.24%-2660.1pp | 592.52%-578.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $441 | $2,316-81.0% | $3,024-85.4% | $2,671-83.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,079 | $4,116+72.0% | $5,616+26.1% | $5,651+25.3% |