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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 | $22,605 | $105,158-78.5% | $94,672-76.1% | $139,487-83.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.76% | 38.11%-13.3pp | 156.89%-132.1pp | 373.84%-349.1pp |
| Employer contribution / active EE | $1,265 | $4,107-69.2% | $3,673-65.6% | $4,755-73.4% |
| Participant deferral / active EE | $1,714 | $7,599-77.5% | $7,417-76.9% | $6,713-74.5% |
| Admin fee / account holder | $334 | $8,972-96.3% | $7,222-95.4% | $11,407-97.1% |