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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 | $13,519 | $49,897-72.9% | $80,648-83.2% | $75,177-82.0% |
| Participation rate | 97.5% | 55.3%+42.1pp | 67.0%+30.5pp | 67.2%+30.3pp |
| Annual return | 56.88% | 34.68%+22.2pp | 937.21%-880.3pp | 160.75%-103.9pp |
| Employer contribution / active EE | $7,229 | $1,699+325.5% | $2,724+165.4% | $2,671+170.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,740 | $3,579+4.5% | $5,382-30.5% | $5,651-33.8% |