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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 | $42,454 | $166,268-74.5% | $165,100-74.3% | $145,897-70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.75% | 100.52%-73.8pp | 70.21%-43.5pp | 552.29%-525.5pp |
| Employer contribution / active EE | $3,827 | $5,284-27.6% | $4,348-12.0% | $4,663-17.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,582 | $16,659-84.5% | $12,696-79.7% | $13,390-80.7% |