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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 | $50,967 | $118,877-57.1% | $96,570-47.2% | $167,536-69.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.37% | 50.50%-21.1pp | 37.79%-8.4pp | 478.82%-449.4pp |
| Employer contribution / active EE | $10,335 | $3,121+231.2% | $2,357+338.5% | $4,839+113.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $458 | $8,069-94.3% | $6,182-92.6% | $12,315-96.3% |