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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 | $33,929 | $103,008-67.1% | $90,304-62.4% | $152,897-77.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.15% | 95.22%-76.1pp | 78.13%-59.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $6,148 | $3,139+95.8% | $2,855+115.4% | $4,764+29.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,439 | $6,175-44.3% | $5,354-35.8% | $11,599-70.4% |