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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 | $57,717 | $70,366-18.0% | $66,674-13.4% | $138,895-58.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.57% | 386.41%-369.8pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,333 | $2,765-51.8% | $2,620-49.1% | $4,194-68.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,271 | $5,262-56.9% | $5,098-55.5% | $12,562-81.9% |