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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 | $64,925 | $103,000-37.0% | $90,300-28.1% | $152,885-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.89% | 95.19%-83.3pp | 78.11%-66.2pp | 345.39%-333.5pp |
| Employer contribution / active EE | $2,308 | $3,138-26.5% | $2,854-19.1% | $4,763-51.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $467 | $6,173-92.4% | $5,353-91.3% | $11,598-96.0% |