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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 | $13,832 | $84,741-83.7% | $75,731-81.7% | $167,553-91.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.08% | 199.72%-183.6pp | 104.65%-88.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,853 | $3,230-11.7% | $2,743+4.0% | $4,840-41.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $922 | $5,361-82.8% | $3,620-74.5% | $12,316-92.5% |