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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 | $75,254 | $99,079-24.0% | $78,002-3.5% | $273,972-72.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.06% | 217.93%-213.9pp | 425.99%-421.9pp | 41.46%-37.4pp |
| Employer contribution / active EE | $6,000 | $3,308+81.4% | $2,470+142.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,956 | $8,954-78.2% | $5,481-64.3% | $10,133-80.7% |