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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 | $41,019 | $84,741-51.6% | $75,731-45.8% | $167,553-75.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 199.72%-183.5pp | 104.65%-88.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $1,239 | $3,230-61.6% | $2,743-54.8% | $4,840-74.4% |
| Participant deferral / active EE | $773 | $4,577-83.1% | $3,820-79.8% | $6,343-87.8% |
| Admin fee / account holder | $2,011 | $5,361-62.5% | $3,620-44.5% | $12,316-83.7% |