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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 | $38,675 | $80,812-52.1% | $160,784-75.9% | $82,448-53.1% |
| Participation rate | 77.8% | 66.2%+11.5pp | 77.0%+0.8pp | 68.1%+9.7pp |
| Annual return | 15.05% | 100.59%-85.5pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,545 | $2,174-28.9% | $3,733-58.6% | $2,551-39.4% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,197 | $7,695-71.5% | $9,717-77.4% | $7,234-69.6% |