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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 | $25,415 | $154,193-83.5% | $130,045-80.5% | $139,466-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,700 | $5,292-67.9% | $4,321-60.7% | $4,754-64.2% |
| Participant deferral / active EE | $1,360 | $6,709-79.7% | $5,820-76.6% | $6,712-79.7% |
| Admin fee / account holder | $933 | $13,989-93.3% | $10,600-91.2% | $11,409-91.8% |