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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 | $24,719 | $103,000-76.0% | $90,300-72.6% | $152,885-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.14% | 95.19%-76.1pp | 78.11%-59.0pp | 345.39%-326.3pp |
| Employer contribution / active EE | $666 | $3,138-78.8% | $2,854-76.7% | $4,763-86.0% |
| Participant deferral / active EE | $757 | $4,281-82.3% | $3,884-80.5% | $5,851-87.1% |
| Admin fee / account holder | $567 | $6,173-90.8% | $5,353-89.4% | $11,598-95.1% |