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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 | $70,121-78.5% | $63,803-76.4% | $138,895-89.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.41% | 946.48%-933.1pp | 543.72%-530.3pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,345 | $2,882-53.3% | $2,532-46.9% | $4,194-67.9% |
| Participant deferral / active EE | $424 | $4,535-90.7% | $3,843-89.0% | $6,396-93.4% |
| Admin fee / account holder | $1,037 | $6,738-84.6% | $5,196-80.0% | $12,562-91.7% |