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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 | $20,828 | $106,003-80.4% | $92,236-77.4% | $147,585-85.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.01% | 50.05%-36.0pp | 176.29%-162.3pp | 578.57%-564.6pp |
| Employer contribution / active EE | $3,356 | $4,333-22.6% | $3,679-8.8% | $4,876-31.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $510 | $6,333-92.0% | $5,194-90.2% | $10,885-95.3% |