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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 | $17,514 | $160,070-89.1% | $147,117-88.1% | $145,897-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,725 | $5,285-67.4% | $4,932-65.0% | $4,663-63.0% |
| Participant deferral / active EE | $1,552 | $8,419-81.6% | $8,065-80.8% | $6,689-76.8% |
| Admin fee / account holder | $628 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |