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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 | $23,347 | $72,071-67.6% | $68,368-65.9% | $137,256-83.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.30% | 353.14%-331.8pp | 292.57%-271.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,075 | $2,788+46.2% | $2,649+53.8% | $4,156-1.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,729 | $5,336+44.9% | $5,150+50.1% | $12,270-37.0% |