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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 | $43,306 | $73,518-41.1% | $63,003-31.3% | $147,585-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.92% | 175.46%-164.5pp | 87.59%-76.7pp | 578.57%-567.7pp |
| Employer contribution / active EE | $6,395 | $3,322+92.5% | $2,760+131.7% | $4,876+31.1% |
| Participant deferral / active EE | $485 | $4,183-88.4% | $3,329-85.4% | $5,439-91.1% |
| Admin fee / account holder | $1,336 | $5,952-77.6% | $3,600-62.9% | $10,885-87.7% |