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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 | $60,611 | $108,701-44.2% | $74,723-18.9% | $152,909-60.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.82% | 114.12%-94.3pp | 753.18%-733.4pp | 345.46%-325.6pp |
| Employer contribution / active EE | $700 | $1,504-53.5% | $1,084-35.4% | $4,764-85.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $501 | $4,906-89.8% | $3,335-85.0% | $11,601-95.7% |