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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 | $39,759 | $98,240-59.5% | $82,313-51.7% | $147,585-73.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.18% | 30.85%-15.7pp | 25.88%-10.7pp | 578.57%-563.4pp |
| Employer contribution / active EE | $2,482 | $3,192-22.2% | $2,428+2.2% | $4,876-49.1% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $846 | $8,563-90.1% | $5,608-84.9% | $10,885-92.2% |