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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 | $28,714 | $106,008-72.9% | $92,240-68.9% | $147,586-80.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.45% | 50.05%-32.6pp | 176.29%-158.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $10,468 | $4,333+141.6% | $3,680+184.5% | $4,876+114.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,445 | $6,333-77.2% | $5,194-72.2% | $10,886-86.7% |