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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 | $37,594 | $150,435-75.0% | $120,580-68.8% | $145,897-74.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.69% | 154.60%-142.9pp | 107.48%-95.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,813 | $4,352-58.3% | $3,469-47.7% | $4,663-61.1% |
| Participant deferral / active EE | $1,363 | $6,174-77.9% | $4,995-72.7% | $6,689-79.6% |
| Admin fee / account holder | $1,034 | $12,182-91.5% | $9,418-89.0% | $13,390-92.3% |