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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 | $100,073-85.7% | $85,126-83.2% | $145,877-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.48% | 84.11%-60.6pp | 66.63%-43.2pp | 551.28%-527.8pp |
| Employer contribution / active EE | $1,410 | $3,236-56.4% | $2,731-48.4% | $4,663-69.8% |
| Participant deferral / active EE | $46 | $5,294-99.1% | $4,523-99.0% | $6,691-99.3% |
| Admin fee / account holder | $4,137 | $7,261-43.0% | $6,160-32.8% | $13,402-69.1% |