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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 | $28,626 | $81,664-64.9% | $70,476-59.4% | $158,966-82.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.41% | 208.59%-198.2pp | 109.12%-98.7pp | 302.95%-292.5pp |
| Employer contribution / active EE | $1,813 | $3,219-43.7% | $2,738-33.8% | $4,762-61.9% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $603 | $6,197-90.3% | $3,847-84.3% | $11,250-94.6% |