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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 | $70,553 | $105,145-32.9% | $94,664-25.5% | $139,466-49.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 38.09%-25.5pp | 156.84%-144.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,907 | $4,107-53.6% | $3,673-48.1% | $4,754-59.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $310 | $8,972-96.5% | $7,222-95.7% | $11,409-97.3% |