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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 | $74,689 | $89,370-16.4% | $141,197-47.1% | $72,976+2.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 67.70% | 111.88%-44.2pp | 71.41%-3.7pp | 81.02%-13.3pp |
| Employer contribution / active EE | $15,396 | $3,115+394.3% | $4,736+225.1% | $2,440+531.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,119 | $5,957-14.1% | $10,265-50.1% | $5,124-0.1% |