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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 | $15,791 | $114,130-86.2% | $96,192-83.6% | $167,553-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.46% | 190.07%-176.6pp | 192.09%-178.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $727 | $5,198-86.0% | $4,351-83.3% | $6,343-88.5% |
| Admin fee / account holder | $1,129 | $6,901-83.6% | $5,539-79.6% | $12,316-90.8% |