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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 | $95,827 | $96,678-0.9% | $86,640+10.6% | $139,466-31.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.80% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $586 | $4,837-87.9% | $4,438-86.8% | $6,712-91.3% |
| Admin fee / account holder | $1,083 | $6,410-83.1% | $5,616-80.7% | $11,409-90.5% |