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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 | $31,680 | $190,879-83.4% | $160,009-80.2% | $134,532-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.70% | 552.63%-546.9pp | 408.85%-403.1pp | 418.27%-412.6pp |
| Employer contribution / active EE | $2,515 | $4,995-49.6% | $4,225-40.5% | $4,741-47.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,171 | $10,495-69.8% | $8,715-63.6% | $11,429-72.2% |