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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 | $14,280 | $100,203-85.7% | $85,240-83.2% | $145,897-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.48% | 84.28%-60.8pp | 66.75%-43.3pp | 552.29%-528.8pp |
| Employer contribution / active EE | $1,410 | $3,242-56.5% | $2,735-48.5% | $4,663-69.8% |
| Participant deferral / active EE | $46 | $5,299-99.1% | $4,527-99.0% | $6,689-99.3% |
| Admin fee / account holder | $4,137 | $7,265-43.1% | $6,165-32.9% | $13,390-69.1% |