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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 | $30,164 | $88,778-66.0% | $81,844-63.1% | $145,884-79.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.37% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $649 | $3,087-79.0% | $2,916-77.7% | $4,662-86.1% |
| Participant deferral / active EE | $649 | $4,648-86.0% | $4,323-85.0% | $6,690-90.3% |
| Admin fee / account holder | $13,618 | $8,430+61.5% | $7,355+85.1% | $13,392+1.7% |