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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 | $32,528 | $73,518-55.8% | $63,003-48.4% | $147,585-78.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.46%-162.3pp | 87.59%-74.4pp | 578.56%-565.4pp |
| Employer contribution / active EE | $3,377 | $3,322+1.7% | $2,760+22.4% | $4,876-30.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $799 | $5,952-86.6% | $3,600-77.8% | $10,885-92.7% |