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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 | $88,172 | $102,429-13.9% | $147,096-40.1% | $80,925+9.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 70.73% | 135.02%-64.3pp | 419.75%-349.0pp | 35.65%+35.1pp |
| Employer contribution / active EE | $2,376 | $3,716-36.1% | $4,936-51.9% | $2,756-13.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,707 | $7,957-78.5% | $13,005-86.9% | $6,940-75.4% |