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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 | $26,396 | $109,411-75.9% | $89,435-70.5% | $158,982-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.78% | 345.68%-334.9pp | 245.55%-234.8pp | 302.99%-292.2pp |
| Employer contribution / active EE | $7,680 | $3,173+142.1% | $2,587+196.9% | $4,763+61.2% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,136 | $6,159-81.6% | $4,884-76.7% | $11,252-89.9% |