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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 | $83,282 | $102,547-18.8% | $78,210+6.5% | $147,585-43.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.70% | 51.08%-39.4pp | 40.90%-29.2pp | 578.58%-566.9pp |
| Employer contribution / active EE | $17,501 | $2,617+568.8% | $2,034+760.6% | $4,876+258.9% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,599 | $5,059-48.6% | $3,758-30.8% | $10,886-76.1% |