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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 | $23,840 | $103,038-76.9% | $90,324-73.6% | $152,909-84.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.09% | 95.25%-80.2pp | 78.15%-63.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $18,503 | $3,141+489.2% | $2,856+547.9% | $4,764+288.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,194 | $6,177+162.2% | $5,356+202.4% | $11,601+39.6% |