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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 | $20,942 | $154,209-86.4% | $130,062-83.9% | $139,487-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.26% | 32.52%-13.3pp | -137.37%+156.6pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,308 | $5,292-56.4% | $4,322-46.6% | $4,755-51.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $401 | $13,988-97.1% | $10,601-96.2% | $11,407-96.5% |