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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 | $38,882 | $107,941-64.0% | $91,994-57.7% | $152,909-74.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.76% | 89.28%-74.5pp | 69.04%-54.3pp | 345.46%-330.7pp |
| Employer contribution / active EE | $7,707 | $4,212+83.0% | $3,453+123.2% | $4,764+61.8% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,861 | $10,521-82.3% | $7,744-76.0% | $11,601-84.0% |