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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 | $13,131 | $169,356-92.2% | $129,406-89.9% | $145,897-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.32% | 14418.62%-14408.3pp | 9468.18%-9457.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,596 | $5,542-71.2% | $4,155-61.6% | $4,663-65.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,077 | $9,915-79.1% | $7,689-73.0% | $13,390-84.5% |