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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 | $28,504 | $63,346-55.0% | $92,240-69.1% | $70,126-59.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.50% | 530.19%-514.7pp | 176.29%-160.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $7,233 | $2,471+192.7% | $3,680+96.6% | $2,343+208.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,417 | $3,841-63.1% | $5,194-72.7% | $4,645-69.5% |