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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 | $11,096 | $114,013-90.3% | $103,693-89.3% | $155,188-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.83% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $427 | $3,131-86.4% | $2,920-85.4% | $4,248-89.9% |
| Participant deferral / active EE | $40 | $4,970-99.2% | $4,579-99.1% | $6,531-99.4% |
| Admin fee / account holder | $16,384 | $8,407+94.9% | $7,858+108.5% | $14,480+13.2% |