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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 | $12,733 | $106,549-88.0% | $91,225-86.0% | $134,509-90.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 5.16% | 160.73%-155.6pp | 114.10%-108.9pp | 418.13%-413.0pp |
| Employer contribution / active EE | $10,244 | $3,331+207.5% | $2,851+259.3% | $4,741+116.1% |
| Participant deferral / active EE | $214 | $4,719-95.5% | $4,234-94.9% | $6,400-96.7% |
| Admin fee / account holder | $306 | $6,234-95.1% | $5,422-94.4% | $11,427-97.3% |