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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 | $18,133 | $110,093-83.5% | $97,295-81.4% | $145,897-87.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.62% | 244.76%-213.1pp | 75.62%-44.0pp | 552.29%-520.7pp |
| Employer contribution / active EE | $1,344 | $3,077-56.3% | $2,723-50.7% | $4,663-71.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $525 | $6,212-91.6% | $5,646-90.7% | $13,390-96.1% |