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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 | $105,845 | $75,962+39.3% | $154,111-31.3% | $64,173+64.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.64% | 30.32%-31.0pp | 735.18%-735.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $6,019 | $3,350+79.7% | $5,298+13.6% | $2,381+152.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,130 | $5,589-79.8% | $13,411-91.6% | $4,887-76.9% |