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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 | $23,607 | $105,158-77.6% | $94,672-75.1% | $139,487-83.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 38.11%-25.3pp | 156.89%-144.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $245 | $7,599-96.8% | $7,417-96.7% | $6,713-96.4% |
| Admin fee / account holder | $21,099 | $8,972+135.2% | $7,222+192.2% | $11,407+85.0% |