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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 | $12,660 | $73,546-82.8% | $63,018-79.9% | $147,586-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.56%-162.4pp | 87.62%-74.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $487 | $3,324-85.3% | $2,761-82.4% | $4,876-90.0% |
| Participant deferral / active EE | $605 | $4,185-85.5% | $3,330-81.8% | $5,439-88.9% |
| Admin fee / account holder | $1,699 | $5,956-71.5% | $3,601-52.8% | $10,886-84.4% |