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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 | $28,475 | $138,102-79.4% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.98% | 750.73%-749.7pp | 572.31%-571.3pp | 418.27%-417.3pp |
| Employer contribution / active EE | $3,681 | $5,245-29.8% | $4,815-23.6% | $4,741-22.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,679 | $11,568-76.8% | $10,007-73.2% | $11,429-76.6% |