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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 | $12,595 | $84,708-85.1% | $75,714-83.4% | $167,536-92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 29.31% | 199.62%-170.3pp | 104.62%-75.3pp | 478.82%-449.5pp |
| Employer contribution / active EE | $5,206 | $3,231+61.1% | $2,744+89.8% | $4,839+7.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,025 | $5,358-80.9% | $3,619-71.7% | $12,315-91.7% |