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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 | $24,316 | $150,346-83.8% | $120,524-79.8% | $145,877-83.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.86% | 154.40%-143.5pp | 107.36%-96.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,553 | $4,353-41.4% | $3,469-26.4% | $4,663-45.3% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $305 | $12,215-97.5% | $9,440-96.8% | $13,402-97.7% |