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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 | $27,590 | $121,677-77.3% | $104,625-73.6% | $158,966-82.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.48% | 465.58%-461.1pp | 340.60%-336.1pp | 302.95%-298.5pp |
| Employer contribution / active EE | $5,000 | $3,165+58.0% | $2,681+86.5% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,635 | $7,777-66.1% | $6,465-59.2% | $11,250-76.6% |