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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 | $45,032 | $107,353-58.1% | $92,903-51.5% | $152,885-70.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.08% | 145.62%-113.5pp | 109.43%-77.3pp | 345.39%-313.3pp |
| Employer contribution / active EE | $11,841 | $4,222+180.5% | $3,653+224.1% | $4,763+148.6% |
| Participant deferral / active EE | $1,142 | $4,848-76.4% | $4,238-73.1% | $5,851-80.5% |
| Admin fee / account holder | $3,244 | $7,081-54.2% | $5,795-44.0% | $11,598-72.0% |