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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 | $69,503 | $106,008-34.4% | $92,240-24.6% | $147,586-52.9% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 15.41% | 50.05%-34.6pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $528 | $4,478-88.2% | $3,897-86.5% | $5,439-90.3% |
| Admin fee / account holder | $678 | $6,333-89.3% | $5,194-86.9% | $10,886-93.8% |