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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 | $68,921 | $73,518-6.3% | $63,003+9.4% | $147,585-53.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.89% | 175.46%-159.6pp | 87.59%-71.7pp | 578.57%-562.7pp |
| Employer contribution / active EE | $455 | $3,322-86.3% | $2,760-83.5% | $4,876-90.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $568 | $5,952-90.5% | $3,600-84.2% | $10,885-94.8% |