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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 | $14,322 | $85,171-83.2% | $172,752-91.7% | $72,975-80.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.49% | 27.32%-9.8pp | 802.97%-785.5pp | 81.01%-63.5pp |
| Employer contribution / active EE | $885 | $3,324-73.4% | $5,144-82.8% | $2,440-63.7% |
| Participant deferral / active EE | $865 | $3,260-73.5% | $5,198-83.4% | $3,608-76.0% |
| Admin fee / account holder | $1,846 | $5,880-68.6% | $13,955-86.8% | $5,124-64.0% |