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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 | $31,359 | $154,159-79.7% | $130,026-75.9% | $139,456-77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 32.50%-21.3pp | -137.26%+148.5pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,533 | $5,292-71.0% | $4,321-64.5% | $4,753-67.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $491 | $14,001-96.5% | $10,608-95.4% | $11,407-95.7% |