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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 | $15,224 | $68,097-77.6% | $62,929-75.8% | $137,256-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.74% | 1859.11%-1846.4pp | 1063.93%-1051.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,056 | $2,811-26.8% | $2,505-17.9% | $4,156-50.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,769 | $6,521-57.5% | $5,065-45.3% | $12,270-77.4% |