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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 | $32,411 | $84,741-61.8% | $75,731-57.2% | $167,553-80.7% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 23.26% | 199.72%-176.5pp | 104.65%-81.4pp | 478.89%-455.6pp |
| Employer contribution / active EE | $1,301 | $3,230-59.7% | $2,743-52.6% | $4,840-73.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,326 | $5,361-19.3% | $3,620+19.5% | $12,316-64.9% |