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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 | $15,044 | $68,097-77.9% | $62,929-76.1% | $137,256-89.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.41% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,345 | $2,811-52.1% | $2,505-46.3% | $4,156-67.6% |
| Participant deferral / active EE | $424 | $4,553-90.7% | $3,888-89.1% | $6,407-93.4% |
| Admin fee / account holder | $1,037 | $6,521-84.1% | $5,065-79.5% | $12,270-91.6% |