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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 | $20,962 | $102,595-79.6% | $94,057-77.7% | $154,746-86.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.19% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,032 | $3,147-67.2% | $2,933-64.8% | $4,379-76.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,459 | $7,736+138.6% | $7,244+154.8% | $14,365+28.5% |