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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 | $25,748 | $103,008-75.0% | $90,304-71.5% | $152,897-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.69% | 95.22%-80.5pp | 78.13%-63.4pp | 345.43%-330.7pp |
| Employer contribution / active EE | $4,751 | $3,139+51.3% | $2,855+66.4% | $4,764-0.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $327 | $6,175-94.7% | $5,354-93.9% | $11,599-97.2% |