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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 | $96,396 | $111,878-13.8% | $93,727+2.8% | $145,897-33.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.26% | 204.28%-185.0pp | 133.83%-114.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $10,000 | $3,092+223.4% | $2,421+313.0% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,544 | $10,256+227.0% | $8,292+304.5% | $13,390+150.5% |