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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 | $44,559 | $135,639-67.1% | $110,241-59.6% | $135,382-67.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.84% | 513.21%-507.4pp | 314.75%-308.9pp | 519.77%-513.9pp |
| Employer contribution / active EE | $1,429 | $4,907-70.9% | $3,827-62.7% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,660 | $11,457-85.5% | $8,548-80.6% | $10,829-84.7% |