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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 | $54,442 | $115,796-53.0% | $101,264-46.2% | $158,950-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.19% | 56.15%-48.0pp | 46.48%-38.3pp | 302.91%-294.7pp |
| Employer contribution / active EE | $11,965 | $4,175+186.6% | $3,660+226.9% | $4,762+151.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,261 | $7,247+83.0% | $5,947+123.0% | $11,248+17.9% |