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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 | $14,716 | $85,169-82.7% | $172,755-91.5% | $72,983-79.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.63% | 27.32%-5.7pp | 802.94%-781.3pp | 81.01%-59.4pp |
| Employer contribution / active EE | $621 | $3,324-81.3% | $5,144-87.9% | $2,440-74.5% |
| Participant deferral / active EE | $634 | $3,260-80.6% | $5,198-87.8% | $3,608-82.4% |
| Admin fee / account holder | $2,514 | $5,880-57.2% | $13,955-82.0% | $5,124-50.9% |