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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 | $27,392 | $99,079-72.4% | $78,002-64.9% | $273,970-90.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 3.00% | 217.93%-214.9pp | 425.99%-423.0pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $439 | $4,306-89.8% | $3,497-87.5% | $5,287-91.7% |
| Admin fee / account holder | $11,271 | $8,954+25.9% | $5,481+105.6% | $10,132+11.2% |