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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 | $17,985 | $115,810-84.5% | $101,271-82.2% | $158,966-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.77% | 56.15%-42.4pp | 46.48%-32.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $602 | $7,248-91.7% | $5,948-89.9% | $11,250-94.6% |