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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 | $43,309 | $81,696-47.0% | $70,494-38.6% | $158,982-72.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.56% | 208.70%-201.1pp | 109.16%-101.6pp | 302.99%-295.4pp |
| Employer contribution / active EE | $12,262 | $3,220+280.8% | $2,738+347.8% | $4,763+157.5% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,257 | $6,200-79.7% | $3,848-67.3% | $11,252-88.8% |