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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 | $38,605 | $197,819-80.5% | $155,789-75.2% | $125,389-69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.69% | 86.73%-83.0pp | 71.54%-67.8pp | 282.24%-278.6pp |
| Employer contribution / active EE | $4,286 | $4,850-11.6% | $3,839+11.6% | $4,866-11.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $339 | $9,544-96.4% | $7,477-95.5% | $9,541-96.4% |