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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 | $19,361 | $100,203-80.7% | $85,240-77.3% | $145,897-86.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 84.28%-69.8pp | 66.75%-52.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,690 | $3,242-17.0% | $2,735-1.7% | $4,663-42.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $362 | $7,265-95.0% | $6,165-94.1% | $13,390-97.3% |