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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 | $36,911 | $106,923-65.5% | $84,023-56.1% | $152,909-75.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 35.27% | 105.02%-69.7pp | 71.32%-36.0pp | 345.46%-310.2pp |
| Employer contribution / active EE | $5,829 | $2,735+113.1% | $1,984+193.8% | $4,764+22.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $330 | $8,289-96.0% | $6,102-94.6% | $11,601-97.2% |