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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 | $39,920 | $289,211-86.2% | $260,467-84.7% | $198,609-79.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 8.82% | 112.90%-104.1pp | 100.60%-91.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,782 | $4,663-61.8% | $4,239-58.0% | $5,055-64.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,977 | $16,236-87.8% | $15,461-87.2% | $19,030-89.6% |