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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 | $25,783 | $82,678-68.8% | $125,391-79.4% | $68,490-62.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 37.02% | -5.97%+43.0pp | 572.41%-535.4pp | -7.85%+44.9pp |
| Employer contribution / active EE | $1,674 | $3,382-50.5% | $4,816-65.2% | $2,597-35.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $451 | $6,277-92.8% | $10,009-95.5% | $5,403-91.6% |