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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 | $65,883 | $110,039-40.1% | $97,260-32.3% | $145,884-54.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.29% | 244.44%-228.2pp | 75.54%-59.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $18,486 | $3,074+501.3% | $2,721+579.3% | $4,662+296.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $410 | $6,204-93.4% | $5,640-92.7% | $13,392-96.9% |