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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 | $23,279 | $95,979-75.7% | $74,551-68.8% | $135,380-82.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 13.36% | 56.97%-43.6pp | 32.53%-19.2pp | 519.81%-506.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $151 | $3,844-96.1% | $3,108-95.1% | $5,609-97.3% |
| Admin fee / account holder | $5,249 | $6,522-19.5% | $5,059+3.8% | $10,828-51.5% |