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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 | $14,993 | $103,008-85.4% | $90,304-83.4% | $152,897-90.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.95% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,006 | $3,139-68.0% | $2,855-64.8% | $4,764-78.9% |
| Participant deferral / active EE | $543 | $4,281-87.3% | $3,885-86.0% | $5,851-90.7% |
| Admin fee / account holder | $2,740 | $6,175-55.6% | $5,354-48.8% | $11,599-76.4% |