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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 | $27,194 | $166,268-83.6% | $165,100-83.5% | $145,897-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.33% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,014 | $5,284-43.0% | $4,348-30.7% | $4,663-35.4% |
| Participant deferral / active EE | $1,328 | $6,964-80.9% | $6,035-78.0% | $6,689-80.1% |
| Admin fee / account holder | $37,299 | $16,659+123.9% | $12,696+193.8% | $13,390+178.6% |