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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 | $9,265 | $69,248-86.6% | $64,101-85.5% | $139,466-93.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 45.95%-29.8pp | 33.72%-17.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,250 | $3,185-29.3% | $2,749-18.1% | $4,754-52.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $494 | $4,247-88.4% | $3,070-83.9% | $11,409-95.7% |