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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 | $30,839 | $96,678-68.1% | $86,640-64.4% | $139,466-77.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 106.69%-92.6pp | 592.52%-578.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,656 | $3,265-49.3% | $3,024-45.2% | $4,754-65.2% |
| Participant deferral / active EE | $714 | $4,837-85.2% | $4,438-83.9% | $6,712-89.4% |
| Admin fee / account holder | $676 | $6,410-89.4% | $5,616-88.0% | $11,409-94.1% |