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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 | $34,812 | $166,268-79.1% | $165,100-78.9% | $145,897-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.03% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,222 | $6,964-82.4% | $6,035-79.7% | $6,689-81.7% |
| Admin fee / account holder | $413 | $16,659-97.5% | $12,696-96.7% | $13,390-96.9% |