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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 | $47,948 | $90,489-47.0% | $76,051-37.0% | $145,978-67.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.43% | 622.78%-604.3pp | 360.42%-342.0pp | 550.52%-532.1pp |
| Employer contribution / active EE | $5,200 | $3,319+56.7% | $2,690+93.3% | $4,662+11.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $600 | $8,374-92.8% | $6,416-90.6% | $13,400-95.5% |