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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 | $15,320 | $84,713-81.9% | $75,717-79.8% | $167,518-90.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 199.49%-187.0pp | 104.58%-92.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $840 | $3,229-74.0% | $2,743-69.4% | $4,838-82.6% |
| Participant deferral / active EE | $352 | $4,578-92.3% | $3,821-90.8% | $6,342-94.4% |
| Admin fee / account holder | $936 | $5,357-82.5% | $3,619-74.1% | $12,312-92.4% |