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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 | $14,753 | $73,546-79.9% | $63,018-76.6% | $147,586-90.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.08% | 175.56%-162.5pp | 87.62%-74.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,444 | $3,324-56.5% | $2,761-47.7% | $4,876-70.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $507 | $5,956-91.5% | $3,601-85.9% | $10,886-95.3% |