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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 | $49,217 | $106,905-54.0% | $84,020-41.4% | $152,885-67.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 13.37% | 105.00%-91.6pp | 71.31%-57.9pp | 345.39%-332.0pp |
| Employer contribution / active EE | $11,586 | $2,735+323.7% | $1,984+484.1% | $4,763+143.2% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $432 | $8,287-94.8% | $6,101-92.9% | $11,598-96.3% |