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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 | $22,255 | $67,823-67.2% | $52,425-57.5% | $137,256-83.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.05% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,241 | $1,163+350.7% | $914+473.3% | $4,156+26.1% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,167 | $2,844-59.0% | $2,495-53.2% | $12,270-90.5% |