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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 | $43,190 | $84,713-49.0% | $75,717-43.0% | $167,518-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.60% | 199.49%-177.9pp | 104.58%-83.0pp | 478.71%-457.1pp |
| Employer contribution / active EE | $582 | $3,229-82.0% | $2,743-78.8% | $4,838-88.0% |
| Participant deferral / active EE | $887 | $4,578-80.6% | $3,821-76.8% | $6,342-86.0% |
| Admin fee / account holder | $1,421 | $5,357-73.5% | $3,619-60.7% | $12,312-88.5% |