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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 | $35,996 | $106,923-66.3% | $84,023-57.2% | $152,909-76.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.67% | 105.02%-87.3pp | 71.32%-53.6pp | 345.46%-327.8pp |
| Employer contribution / active EE | $3,846 | $2,735+40.6% | $1,984+93.9% | $4,764-19.3% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $546 | $8,289-93.4% | $6,102-91.1% | $11,601-95.3% |