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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 | $92,229 | $81,208+13.6% | $98,920-6.8% | $79,852+15.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.33% | 60.99%-46.7pp | 196.47%-182.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $490 | $1,960-75.0% | $2,689-81.8% | $2,471-80.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18,598 | $6,013+209.3% | $6,643+180.0% | $5,306+250.5% |