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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 | $88,467 | $92,766-4.6% | $82,763+6.9% | $134,545-34.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 3.04% | 946.97%-943.9pp | 702.45%-699.4pp | 418.37%-415.3pp |
| Employer contribution / active EE | $5,815 | $3,273+77.7% | $3,008+93.3% | $4,742+22.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $753 | $5,978-87.4% | $5,325-85.9% | $11,431-93.4% |