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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 | $20,592 | $75,832-72.8% | $147,617-86.1% | $59,633-65.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.87% | 0.37%+4.5pp | 61.98%-57.1pp | 2041.45%-2036.6pp |
| Employer contribution / active EE | $1,696 | $3,485-51.3% | $5,564-69.5% | $2,203-23.0% |
| Participant deferral / active EE | $492 | $3,131-84.3% | $4,895-89.9% | $3,192-84.6% |
| Admin fee / account holder | $1,914 | $5,986-68.0% | $11,612-83.5% | $4,297-55.5% |