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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 | $14,638 | $72,426-79.8% | $67,560-78.3% | $145,897-90.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.22% | 7226.78%-7215.6pp | 3533.50%-3522.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,380 | $3,074-55.1% | $2,737-49.6% | $4,663-70.4% |
| Participant deferral / active EE | $621 | $4,785-87.0% | $4,004-84.5% | $6,689-90.7% |
| Admin fee / account holder | $1,521 | $5,514-72.4% | $3,994-61.9% | $13,390-88.6% |