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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 | $46,386 | $110,830-58.1% | $86,625-46.5% | $167,553-72.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.61% | 116.99%-104.4pp | 63.52%-50.9pp | 478.89%-466.3pp |
| Employer contribution / active EE | $4,792 | $3,245+47.7% | $2,496+92.0% | $4,840-1.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $428 | $8,420-94.9% | $5,830-92.7% | $12,316-96.5% |