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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 | $23,955 | $99,921-76.0% | $85,009-71.8% | $145,959-83.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.37% | 83.89%-62.5pp | 66.47%-45.1pp | 561.95%-540.6pp |
| Employer contribution / active EE | $2,500 | $3,233-22.7% | $2,728-8.4% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $626 | $7,252-91.4% | $6,153-89.8% | $13,398-95.3% |