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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 | $37,000 | $118,877-68.9% | $96,570-61.7% | $167,536-77.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.29% | 50.50%-38.2pp | 37.79%-25.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $889 | $3,121-71.5% | $2,357-62.3% | $4,839-81.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,104 | $8,069-73.9% | $6,182-66.0% | $12,315-82.9% |