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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 | $57,841 | $106,005-45.4% | $92,239-37.3% | $147,585-60.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.02% | 50.05%-37.0pp | 176.29%-163.3pp | 578.58%-565.6pp |
| Employer contribution / active EE | $5,217 | $4,333+20.4% | $3,680+41.8% | $4,876+7.0% |
| Participant deferral / active EE | $197 | $4,478-95.6% | $3,897-95.0% | $5,439-96.4% |
| Admin fee / account holder | $580 | $6,333-90.8% | $5,194-88.8% | $10,886-94.7% |