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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 | $23,725 | $96,643-75.5% | $86,617-72.6% | $139,456-83.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.18% | 106.57%-89.4pp | 591.91%-574.7pp | 373.45%-356.3pp |
| Employer contribution / active EE | $3,251 | $3,264-0.4% | $3,023+7.5% | $4,753-31.6% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,637 | $6,406-27.6% | $5,613-17.4% | $11,407-59.4% |