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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 | $109,908-40.1% | $97,161-32.2% | $145,978-54.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.29% | 243.80%-227.5pp | 75.36%-59.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $18,486 | $3,077+500.7% | $2,723+578.8% | $4,662+296.5% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $410 | $6,213-93.4% | $5,647-92.7% | $13,400-96.9% |