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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 | $86,207 | $99,079-13.0% | $78,002+10.5% | $273,972-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.36% | 217.93%-210.6pp | 425.99%-418.6pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,980 | $3,308+111.0% | $2,470+182.6% | $4,869+43.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $739 | $8,954-91.7% | $5,481-86.5% | $10,133-92.7% |