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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 | $16,067 | $109,411-85.3% | $89,435-82.0% | $158,982-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.57% | 345.68%-336.1pp | 245.55%-236.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $766 | $4,600-83.3% | $3,890-80.3% | $5,983-87.2% |
| Admin fee / account holder | $464 | $6,159-92.5% | $4,884-90.5% | $11,252-95.9% |