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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 | $95,439 | $118,877-19.7% | $96,570-1.2% | $167,536-43.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 17.58% | 50.50%-32.9pp | 37.79%-20.2pp | 478.82%-461.2pp |
| Employer contribution / active EE | $18,750 | $3,121+500.8% | $2,357+695.5% | $4,839+287.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $188,540 | $8,069+2236.6% | $6,182+2949.6% | $12,315+1431.0% |