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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 | $43,796 | $111,785-60.8% | $93,669-53.2% | $145,877-70.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.83% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,291 | $3,096-26.0% | $2,424-5.5% | $4,663-50.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $500 | $10,256-95.1% | $8,291-94.0% | $13,402-96.3% |