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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 | $14,122 | $69,252-79.6% | $64,099-78.0% | $139,456-89.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.49% | 45.89%-31.4pp | 33.70%-19.2pp | 373.45%-359.0pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $2,748-75.4% | $4,753-85.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,762 | $4,248-58.5% | $3,070-42.6% | $11,407-84.6% |