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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 | $36,760 | $68,681-46.5% | $86,615-57.6% | $85,847-57.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 16.32% | 20.12%-3.8pp | 63.51%-47.2pp | 318.61%-302.3pp |
| Employer contribution / active EE | $3,056 | $1,880+62.5% | $2,496+22.5% | $2,565+19.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,365 | $5,974-77.1% | $5,830-76.6% | $6,261-78.2% |