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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 | $35,099 | $58,234-39.7% | $81,783-57.1% | $80,874-56.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 22.34% | 41.70%-19.4pp | 775.05%-752.7pp | 35.62%-13.3pp |
| Employer contribution / active EE | $4,021 | $2,341+71.7% | $2,913+38.0% | $2,756+45.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,051 | $4,982-78.9% | $7,380-85.8% | $6,935-84.9% |