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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 | $47,388 | $109,904-56.9% | $97,167-51.2% | $145,959-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.93% | 243.43%-230.5pp | 75.27%-62.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $14,824 | $3,084+380.6% | $2,729+443.2% | $4,661+218.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $801 | $6,216-87.1% | $5,650-85.8% | $13,398-94.0% |