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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 | $43,220 | $152,619-71.7% | $125,195-65.5% | $152,909-71.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.01% | 54.85%-40.8pp | 43.79%-29.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $23,218 | $4,947+369.3% | $3,866+500.6% | $4,764+387.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $426 | $13,437-96.8% | $9,704-95.6% | $11,601-96.3% |